Appreciated Securities

(Stocks, Bonds, And Mutual Funds)

The benefits derived from donating appreciated securities to Greater Europe Mission can be threefold:
If you have held the security for more than 12 months:

• You can bypass paying capital gains tax on any appreciation, and
• You may deduct the full fair market value.

Also, by transferring the security directly to Greater Europe Mission, your gift is not reduced by sales commissions.

Our Gift and Estate Design services can help you or your broker transfer securities or mutual funds to Greater Europe Mission by:

• Electronic transfer or
• Certificate transfer

Depreciated Securities

Perhaps not all your investments appreciated. If not, your tax advisor may confirm a strategy of selling these securities at a loss and using the losses to offset other gains reportable on your tax return. The cash from sale proceeds can then be gifted to Greater Europe Mission.

For further information and assistance, please contact Steve Hoffman of our Gift and Estate Design services.