Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Mount Vernon may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Mount Vernon as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Carolina Camargo
Senior Director of Development
(703) 799-8652
ccamargo@mountvernon.org

John B. Kendrick
Gift Planning Advisor
(703) 799-8671
jkendrick@mountvernon.org

 

George Washington's Mount Vernon
P.O. Box 110
Mount Vernon, VA 22121
Federal Tax ID Number: 54-0564701

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