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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: Mary Tackett
PO Box 544
Ambler, PA 19002
Phone: 215.325.1306 ext. 106
Fax: 215.643.1707
mtackett@beyondceliac.org

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