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Gifts of Appreciated Securities

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Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Barnes may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Barnes as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

 

Contact Us

Nina McN. Diefenbach
SVP, Deputy Director for Advancement
215.278.7111
ndiefenbach@barnesfoundation.org

Federal Tax ID Number: 23-6000149

The Barnes Foundation
2025 Benjamin Franklin Parkway
Philadelphia, PA 19130

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