STOCK GIFTS

Find out today why gifts of appreciated securities, such as stocks or mutual funds, might be a good option for you.

Gifts of appreciated securities such as stocks or mutual funds are a great and tax-smart approach to support the work of EqualityMaine Foundation.

The benefits of making a gift of stock can include:

  • Avoiding state and federal tax on capital gain
  • Receiving an income tax deduction for the full market value of your gift
  • Making a larger gift at a lower original cost to you.

If you decide to make a gift of securities to EqualityMaine Foundation, please email Heide Lester at hlester@equalitymaine.org with the provided information:

  • Your name and complete mailing address
  • Name of stock and the total number of shares donated
  • Date of transfer

Once we receive the securities, we will provide you with an acknowledgement letter as proof of your donation for tax purposes.