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Gifts of Stock

Do you own stock that’s increased in value since its purchase or have clients who do? If you or your clients have owned the stock for at least one year, there is a unique opportunity for philanthropy.

When someone donates securities to Boys & Girls Clubs of MetroWest, they receive the same income tax savings (if they itemize) as if they wrote BGCA a check directly, but with the added benefit of eliminating capital gains tax on the transfer.

Using assets other than cash also allows for more flexibility when planning a gift. For example, if you or your client aren’t ready to give up these assets during a lifetime, a gift of securities through a will or living trust allows for the flexibility for the donor to change their minds at any time and continue to receive dividends and participate in shareholder votes; the securities are still the property of the owner if needed for other expenses.

For more information on donating stock to BGCMW, please contact:

Laura Terzigni

Vice President

508-485-4912 x209

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