Gifts of Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to the Taft School
  • The Taft School sells your securities and uses the proceeds to support its students, or to support the program you wish to gift with your support.

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 transfer.

  • Contributions of securities or mutual funds, please contact:

    Paul B. Parvis
    Alumni and Development
    The Taft School
    110 Woodbury Road
    Watertown, Connecticut 06795
    Phone: 860-945-7751
    Cell: 203-733-1497
    E-mail: PaulParvis@TaftSchool.org


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