Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. BMC may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support BMC as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Paul Miller - Major Gifts Officer
617-414-5505
paul.miller@bmc.org

 

BMC Office of Development
801 Massachusetts Avenue, 1st Floor
Boston, MA 02118

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Disclaimer

The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to BMC. We would be pleased to discuss, in confidence, ways in which you may support BMC. These measures may also have an impact on your estate planning.