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Instructions
for outright gifts of:
Stocks & Bonds
Gifts of stocks and bonds to Barnard are easy to complete,
qualify you for a charitable income tax deduction, and you
will avoid paying capital gains tax on the transfer.
Mutual
Funds
While mutual funds can make excellent charitable gifts and offer the same tax benefits as gifts of corporate stocks or bonds, transferring mutual fund shares can be problematic.
Frequently Asked Questions
Click here to find out how your date of gift is determined,
how you may realize all of the tax benefits of donating
appreciated securities, etc.
Benefits of Donating Appreciated
Securities
Donating
appreciated securities entitles you to an income tax deduction
for the full, fair-market value of your gift and complete
avoidance of federal capital gains tax on the transfer.
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