
Transfer Appreciated Assets
Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.
If you would like to transfer your appreciated assets you can:
● Use this online tool to walk you through the process in less than 5 minutes; or
● Access our transfer information and work directly with your broker to transfer your stocks.

