Stocks & Securities
A gift of stock is valued for tax purposes on the date of transfer. The fair market value of gifts of long-term, capital gain securities or real estate is deductible up to 30% of a donor’s adjusted gross income. Any amount in excess may be carried forward for a period of five years. Giving securities that have increased in value is a great way to both benefit Butler and bypass the capital gains tax due on a sale. If you would like to make a gift of tangible property or stocks and securities, please contact firstname.lastname@example.org.
Securities Delivery Instructions
David A. Noyes
Please contact Adrienne Monka at the Cooke Financial Group with notification of your gift at 317-814-7807 or email@example.com.