Gift of Stock and Securities
You can maximize your giving to CMATO and receive substantial tax benefits by making a gift of stocks or securities. Gifts of stocks and securities entitle you to a charitable deduction (both income tax and estate or gift tax) equal to the mean trading value of the securities on the date of the gift. One of the principal benefits of a gift of securities is that any appreciation is exempt from capital gains taxes.
Call Sandy Galin at 805.405.5240 or email Sgalin.firstname.lastname@example.org for more information or a stock transfer form.