Gifts of Appreciated Securities
How It Works
- You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to Audubon.
- Audubon sells your securities and uses the proceeds to support the program you wish to support.
Benefits
- You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital gains tax on the transfer.
Giving appreciated stock could be more beneficial than giving cash.
Next
- More detail on gifts of appreciated securities.
- Frequently Asked Questions on gifts of appreciated securities.
- Contact us so we can assist you through every step.
We’re Here To Help! Please contact us for further assistance.
Office of Gift Planning
National Audubon Society
225 Varick Street, 7th Floor
New York, NY 10014
212-979-3033
plannedgifts@audubon.org
