Make a Gift of Stocks & Bonds

You’re Smart to Give Stocks, Bonds, Mutual Funds or Bitcoin.

You can avoid taxes and get an income tax deduction by giving appreciated stocks, bonds, mutual funds, Bitcoin, ETFs, etc. By donating securities, you can avoid up to 26.87% in federal and state capital gains taxes, and net investment taxes. You’ll also receive an income tax deduction for the value of your gift.

Smart Reasons to Give Stock:

• Give up to 26.87% more instead of paying taxes.
• Receive a tax deduction for your gift.
• Give without changing your portfolio. Donate shares that have increased in value the most. Buy new shares from the same company. This keeps your stock portfolio the same, but removes the gain of your longest held stock, reducing capital gains taxes in the future.
• Give with no cash out-of-pocket.

For Transfer Instructions to Give Stock:

Contact Geoff Harrington at 610-212-8788 or GHarrington@AllentownSymphony.org.