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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 Retirement Housing Foundation.
 Retirement Housing Foundation 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 Retirement Housing Foundation later.
More
To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us at 562-257-5141 so that we can assist you.
Retirement Housing Foundation
911 Studebaker Road
Long Beach,CA 90815-4900
562-257-5141 | Fax: 562-430-5729
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