A gift of securities is one of the easiest and most tax-savvy ways to make a contribution to The Ohio CPA Foundation. Simply transfer appreciated stocks, 债券, or mutual fund shares you have owned for more than one year to The Ohio CPA Foundation.
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You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
You pay no capital gains tax on the transfer when the stock is sold.
Giving appreciated stock is often more beneficial than giving cash.
To make a gift of securities, simply complete this form and give it to your broker.