Gifts of appreciated securities can provide you with an income tax charitable deduction and a capital gains tax savings. Notify your broker that you wish to make a gift of securities to PCA. After authorizing the transfer, instruct your broker to contact the Advancement Office. In order to credit your gift properly, we must know your name, the name of the stock, number of shares, and date of transfer. The gift is complete when the stock is transferred to the PCA account.
Planned giving refers to charitable gifts that are arranged with forethought and executed over an extended period of time or at some point in the future. Planned gifts take various forms – including bequests, trusts, and annuities – and most importantly, support the long-term legacy of PCA.
For more information, email Dan Schmunk, Director of Advancement, or call (603) 742-3617, extension 109.