Gift of Securities
Gift of Appreciated Securities held for at least one year and a day may be ideal for giving because:
- The amount of the gift to charity is the same as if you gave cash.
- Your charitable tax deduction is the same as if you gave cash.
- You have avoided capital gains tax on the appreciation of your stock.
For any questions you may have on a Gift of Securities, please contact us. We will be glad to help you.
Tim Bowman
Financial Planning Officer
Indiana Wesleyan University
4201 S. Washington Street
Marion, Indiana 46953
tim.bowman@indwes.edu
(765) 677-2466
Brian Lewis
Director of Estate Planning and Planned Giving
Indiana Wesleyan University
4201 S. Washington Street
Marion, Indiana 46953
brian.lewis@indwes.edu
(765) 677-2466
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