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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.


  • 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.


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


"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