A gift of appreciated securities like stocks, bonds, and mutual funds can be a smart way to support the arts!
When you transfer ownership of securities to Strathmore, you receive a charitable deduction for the full market value and incur no capital gains taxes (subject to IRS deductible limitations), both of which effectively reduce your cost of making a gift.
And it's easy! Download the instruction sheet (PDF) and follow the step-by-step guide on how to provide your financial adviser or brokerage firm with the transfer information.
Important: This information is intended to provide general gift planning information. Please consult your legal, tax or financial advisors before making a gift.