Avenues for Giving
Mutual Fund Shares

If you give a gift of stocks, bonds or shares in a mutual fund, you do not pay capital gains on the transfer of this stock. In addition, you will receive an income tax charitable deduction for the full fair market value of the stock on the sale of the gift, assuming that you have the stock for longer than 12 months.

By giving a gift of securities, you may:

  • Give the same amount at a lower cost than a cash gift
  • Increase the size of your gift while actually lowering your net-after-tax cost
  • Reduce or eliminate higher taxes
  • Conserve cash you otherwise would have given, making it available for other purposes

For more information contact:
Chad Clark, Executive Director
McPherson Healthcare Foundation
1016 N. Main, McPherson, Kansas 67460
Phone: 620-245 0130    E-Mail: chad@machealthfound.info
Cash Donations
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Mutual Fund Shares
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