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Gifts of Appreciated Securities


CLICK HERE FOR A DETAILED EXPLANATION

How It Works

You transfer securities you have owned for one year or more to Perkiomen.

Perkiomen sells your securities and uses the proceeds for its programs.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.
  • You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Perkiomen later.

More

To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us at 215-679-9511 so that we can assist you.

Perkiomen
200 Seminary Ave
Pennsburg, PA 18073
215-679-9511


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