American Association of Clinical Endocrinologists

Appreciated Securities

Give a gift of appreciated securities to the American College of Endocrinology (the College) and support the future of endocrine health! The most common appreciated asset, and the easiest to donate, is marketable stocks, bonds and mutual funds. There could be significant potential tax advantages for making a gift of stock or other highly-appreciated asset to the College. The rules governing these donations and applicable tax benefits can be quite complex, so please consult your accountant or financial or legal adviser regarding your personal situation before making any decisions. What are the benefits of gifts of Appreciated Securities? Appreciated securities are easily transferable to the College and could be beneficial to you. Generally, donors can
  • Receive gift credit and an immediate income tax deduction for the total value of the securities based on the fair market value; the average price of the stock at the time it is donated, no matter what you originally paid for them.
  • Avoid paying huge capital gains taxes on the securities that has appreciated significantly in value since you purchased it.
  • Receive satisfaction of making a significant gift today that benefits the College and its mission.
How should you transfer securities to us? If your stock certificates are held by a bank or a broker, he or she may contact us for transfer instructions. For more information If you would like additional information or assistance with transferring any appreciated securities, call us at (904) 353-7878 or (800) 393-2223 ext. 114 so that we can personally assist you through the process.

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