Impact our future through gift planning

  • Touch the lives of others while creating a lasting legacy
  • Find peace of mind through a wide variety of tax benefits
  • Help our organization achieve its goals for current and future generations

Learn More

Text Resize
Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video

Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Garnet Health Foundation.

Gift of Stock and Bonds
Stocks/Bonds
ORMC
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Garnet Health Foundation.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

Print This
Email This
Calculate Plan
eBrochure
Contact Us
View Video
scriptsknown

About Bequests

Learn More

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
Learn More

IRA Rollover

Learn More

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
Learn More

Legacy Society

Learn More

Our Legacy Society recognizes donors who have provided for Garnet Health in their estate plans.
Learn More

Charitable Remainder Unitrust

Learn More

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
Learn More

Let us help you
with your gift plans.