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Gifts of Stock and Appreciated Assets

Gift of Appreciated Securities Diagram
The San Diego Symphony

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to The San Diego Symphony.
  • The Symphony 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, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock could be more beneficial than giving cash.

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