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Gifts of Stock and Appreciated Assets


How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to The Potomac School.
  • Potomac sells your securities and uses the proceeds for its programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

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The material presented on this Planned Giving website is not offered as legal or tax advice.
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Contact Information

Jinene Christian
Associate Director of Development
703-749-6326
jchristian@potomacschool.org

 

"A child is an innocent vessel, and you pour things into it. Your nurture your children from birth up; then, if you send them to Potomac, I think they'll make it."
— Bettina (Hartley) Tierney '52