Gift of Stock Inquiry Form

Making a gift of appreciated securities (stocks, mutual fund shares or other appreciated assets) can be a great tax-efficient method to support Wayne Senior Center. Appreciated securities can cost you money if you sell them, because you will owe capital gains tax on the appreciated value. In most instances, you can take a tax deduction for the full market value of the
gift and avoid any capital gains tax.

Please submit this form to receive additional info to share with your broker or financial manager.

Questions?