Gifts of Appreciated Securities

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Cape Cod Beach

Many donors find that giving appreciated securities is a simple way to be charitable and financially savvy. When you donate a stock, bond, or mutual fund holding that has appreciated you can generally deduct the full fair market value, not the original cost. This means you can avoid the federal long-term tax rate on appreciated securities and, provided you itemize deductions and qualify, you’ll get a charitable gift deduction, too. Interested? Click here to leave your contact information for a prompt call or email, or contact Executive Director Andrew Gottlieb at 508 619-3185 or email him at