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Gift of Stock

Giving appreciated stocks or bonds may have tax benefits over giving a cash donation. You can deduct the full fair market value of long-term appreciated securities and avoid capital gains tax, and you can deduct gifts of securities up to 30 percent of your adjusted gross income with a five-year carry-over option. Under certain circumstances, you can also qualify for a 50 percent annual deduction by reducing the value of your gift.

To ask questions or make a non-cash gift of stocks or bonds, contact Geoff C. Graham, Acting Director, Office of Philanthropy at (858) 784-9365 or