Gifts of Stock or Appreciated Assets

Appreciated stock is an excellent way to fund a gift to the Frick because it can offer significant tax benefits without affecting your cash flow. In fact, many donors choose to make gifts of appreciated stocks or mutual funds to offset an anticipated capital gains tax. Even better, you can take a sizeable charitable deduction on your taxes-a deduction that can be used to offset other taxes.

Stock or other appreciated assets can also be used to fund a charitable trust or life income agreement.

Transfer of Stock
Before transferring stock to the Frick, please notify us of your intentions, and the type and number of shares to be transferred. We need this information to properly credit you and issue a receipt for tax purposes.

For more information on making a gift of stock, contact Allison Sanders at asanders@thefrickpittsburgh.org or by calling 412-371-0600, extension 538.