Gifts of Appreciated Assets

Stocks, Bonds, Mutual Fund Shares

Gifts of Appreciated Assets: You can transfer appreciated stocks, bonds, or mutual fund shares you have owned for one year or more to TCA, which will be sold and the proceeds used in support of TCA’s Mission and Core Values. You receive the benefit of 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 when the stock is sold. Giving appreciated stock could be more beneficial than giving cash. Download the TCA Securities Transfer Form and provide it to your broker or financial advisor.  Send a copy of the completed form to:

Advancement Office
975 Stout Road
Colorado Springs, CO 80921