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100 West Airy Street, P.O. Box 268
Norristown, PA 19404-0268
Phone: 610-994-3667 / Fax: 610-279-4321
E-mail: click here

    

 

Donate Appreciated Stock

 

The Donating appreciated securities (stocks, bonds, or mutual funds held for more than one year) is an excellent way to support the Montgomery Bar Foundations, and may provide a greater tax benefit than an equivalent gift in cash.

 

A gift of stock owned for more than one year entitles you to an income tax charitable deduction for the full fair market value of the donated asset.  If the stock has appreciated, you also avoid any capital gains tax on the appreciation.  We strongly encourage you to consult with your tax professional regarding the extent to which your donation is tax-deductible.

 

How to make a gift of stock

 

Kindly contact us, or have your broker contact us at 610-994-3667 or by email at mbf@montgomerybarfoundation.org to arrange for a transfer of stock.

 

Please be prepared to provide the following information:  your name, telephone number, the name of the stock, number of shares, the approximate date you will make the gift, approximate value of the gift, and the designation for your gift (Annual Fund, Endowment, Tribute and Memorial Gifts, etc.).  If you are using a broker, please provide his or her name and telephone number.

 

 

 
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