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. Cheshire Academy 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 Cheshire Academy 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

Fred Kuo
Senior Director of Development
203-439-7228
Fred.Kuo@cheshireacademy.org

 

Cheshire Academy
10 Main Street
Cheshire, CT 06410

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

Privacy Policy

Third Party Pixels and Cookies

When you visit our website, log in, register or open an email, cookies, ad beacons, and similar technologies may be used by our online data partners or vendors to associate these activities with information they or others have about you, including your email address. We (or service providers on our behalf) may then send communications and marketing to these email addresses. You may opt out of receiving this advertising by visiting https://app.retention.com/optout.