Gifts of Stock, Mutual Funds and Estate Planning

Gifts of Stock and Mutual Funds

Giving publicly traded stocks and mutual funds to Beyond Celiac is a decision that makes good economic sense.

Aside from providing Beyond Celiac with valuable assets that are sold to support our programs and services, you:

  • Receive an immediate income tax deduction based upon the current market value of the gifted stock or mutual fund.
  • Are not taxed on the long-term capital appreciation of the gifted stock or mutual fund.

Estate Planning

Making a gift through your estate plan is simple and won’t cost you anything out of pocket today. Find out how you can plan your gift to the foundation and make a significant difference at Beyond Celiac.

How to make a gift from your will:

Name Beyond Celiac as a beneficiary of your will or living trust (either as a residuary bequest or a specific gift amount).

To learn more, contact us by mail, phone or email:

Beyond Celiac
Attn: Kimberly Yost Moyer
PO Box 544
Ambler, PA 19002
Phone: 215.325.1306 ext. 110
Fax: 215.643.1707
kmoyer@beyondceliac.org

 

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DO YOU THINK YOU MAY HAVE CELIAC DISEASE?

Complete our Celiac Disease Symptoms Checklist today to find out if you could have celiac disease and how to talk to your doctor about getting tested.