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Giving Appreciated Securities

A donation of stocks or bonds owned for more than one year is typically deductible for the fair market value of the securities on the day of transfer. By donating the securities instead of selling them, you avoid capital gains tax. As a tax-exempt organization, we can sell the securities without incurring any tax liability. The proceeds of the sale will benefit the ministry of your choice.

For more instructions on how to initiate a securities transfer, contact Nathan Munn at 216.875.4634 or nmunn@sistersofhcharityhealth.org