News

October 23rd, 2017

Make Your Gifts of Appreciated Securities NOW

In a year with wonderful market returns like we are experiencing in 2017, appreciated securities are often a great choice with which to make charitable gifts. Gifts of appreciated securities offer important tax advantages, since their full fair market value is deductible as a charitable contribution up to 30% of adjusted gross income each year when itemizing deductions.

 

After consulting with your tax advisor to determine your particular needs, contact us at Community Foundation to assist you in making a gift.

To make such a gift for 2017, we kindly ask that you begin the gift process no later than December 15, 2017. 

We ask that donors  inform us before making a stock gift. Community Foundation needs the following information: name of the stock, number of shares and designation of the fund to which you would like to make the gift. Please contact us at 607-272-8670 or by email to Nancy Massicci with the above information or complete the Stock or Mutual Fund Gift Form (below) return it to us at 200 E. Buffalo Street, Suite 202, Ithaca, NY 14850. Thank you! 

 

Deliver shares to the broker for Community Foundation as follows:

Vanguard Brokerage Account

DTC #: 0062

For the Benefit of: Community Foundation of Tompkins County, Inc

Brokerage Account #: 71885932

 

Stock or Mutual Fund Gift Form

View All News