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.
To make a gift of stock, please contact Mary Tackett at [email protected] or call her at 267-419-2106.
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.
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:
Attn: Mary Tackett
PO Box 544
Ambler, PA 19002