The Village of St. Edward Foundation
Gifts of Stock
The strategic gifting of appreciated securities can allow you to make a generous gift to The Village of St. Edward while also avoiding capital gains taxes and receiving a charitable deduction. Your gift may be unrestricted, directed to the program of your choice, or used to establish a new fund.
For specific tax implications, please speak to your personal financial advisor. Stock transfers require both “sender” and “receiver” to know when the transfer will occur. Please note that security transfers are not completed until the next business day. This may be particularly important if you are making gift before year end.
