Donate Appreciated Securities
Each year, some of our committed donors support IMANA with gifts of stock or mutual fund shares.
If you own appreciated securities (stocks, bonds or mutual funds held by you for more than one year), donating them to IMANA may allow you to reduce or avoid more capital gains taxes and receive a federal income tax charitable deduction for the full fair market value of the contributed stock.
You can also designate IMANA as the beneficiary of your securities; please contact your broker for more information. This type of gift can be especially appealing if you are holding shares that have appreciated significantly in value but yield a low dividend.
For additional information on donating stocks or securities, please contact Ashraf Elghandour at UBS Financial Services Inc. at 973 360-4384 or http://financialservicesinc.ubs.com/fa/ashrafelghandour/