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Gift of Stock and Appreciated Assets


How It Works

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to the Verde Valley Archaeology Center.
  • The Verde Valley Archaeology Center sells your securities and uses the proceeds for its programs.

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.


The material presented on this Web site is not offered as legal or tax advice.
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