Gifts of Stock

Face to Face welcomes all stock and mutual fund transfers, with no minimum requirements. Giving stock held more than 12 months offers a two-fold tax savings. First, you avoid paying capital-gains tax on the increase in value of your stock. In addition, you receive a tax deduction for the full fair market value of the stock on the date of the gift. Subtracting the tax savings from what you originally paid for the stock can result in a gift that costs just pennies on the dollar. This is an excellent vehicle for stock that has appreciated substantially in value.

Please contact Dana Hays, Director of Development, at 651-772-5563 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it

 

 

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