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A 501(c)(3) Non-Profit
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Gifts of Stock or Appreciated Securities

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Forever In My Heart Foundation.
  • Forever In My Heart Foundation sells your securities and uses the proceeds for our programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The “cost” of your gift is often less than the deduction you gain by making it.

Next

Contact us so we can assist you through every step here.

Joanna Targonski

DONATION & WILL DEPARTMENT joanna.targonski@gmail.com

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For any questions regarding Planned Giving please contact our Estate and Gift planning specialist for free advice and information here.