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Appreciated Securities
A gift of appreciated securities is for you if ...
- You're holding stocks, bonds, or mutual fund shares that have risen in value.
- You want to maximize your deduction but not affect your liquidity.
- You want to make an outright gift to us, or a gift that will first return lifetime payments to you.
- You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock.
More
To learn more about 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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