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Stocks, Bonds or Mutual Fund Shares

Millions of people own stock, bonds and/or mutual fund shares. The best securities to consider as a charitable gift are those that have highly appreciated in value since you acquired them.

Many donors review their securities portfolio and select those that have appreciated the most and have been held for more than a year. These donors give securities instead of cash because they have discovered the value and enjoyment of stretching their giving power by giving the appreciation.

If you are considering making a gift from your securities portfolio, it is important that you arrange for a direct transfer of your securities to the Abington Health Foundation and not sell (or instruct your broker to sell) the securities first.

To assure a smooth transfer, follow these simple instructions or contact one of our Gift Officers.

Use this resource for more information on gifts of stock.