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Gifts of Stock

When you give a gift of appreciated stock, you may receive an immediate tax deduction and savings on capital gains taxes. Your gift of stock or mutual funds can also be used to fund a charitable gift annuity.

How gifts of stock work:

You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to The Hope Heart Institute.

The Hope Heart Institute sells your securities and uses the proceeds to support the program or purpose you have chosen.


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.

Please contact us for detailed information: Gail Lapasin glapasin@hopeheart.org

Please note: This is not professional tax or legal advice. Please consult with a tax, financial or legal advisor.