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Home / Ways to Give/ Securities


  • Transfer publicly listed stocks/bonds/mutual funds in kind
  • Receive a tax receipt for full value when received by the Foundation
  • Avoid all capital gains on the disposition
  • Download a transfer form


People who own stocks, bonds or mutual funds are pleased to see their investments increase in value. Unfortunately, when converted back to cash, any capital gains are taxable. By donating your publicly listed securities to the Foundation in kind, you pay no capital gains tax on their increase in value.

Download a copy of our transfer form.
For assistance with making a gift of publicly listed securities, please contact Foundation Admin.