Gifting Securities

Gifts of Stocks, Bonds, Mutual Funds, and other Securities

If you are considering a charitable contribution this year, it is in your best interest to seek out the most effective manner in which your money can work for you. Gifting securities is one of the most effective means of tax savings available.

Gift of Securities: Typically completed with appreciated stocks, bonds, or mutual funds.

  • The charity receives a gift equal to the market value of the securities
  • The donor can take a charitable tax deduction equal to the market value of the securities
  • The donor avoids paying any capital gains tax
  • The donor removes the value of the securities from their taxable estate

How It Works

To make a securities gift to Phantom Regiment, please contact Lori Valenzuela at 1-815-261-1956 or by email at lori@regiment.org.

Phantom Regiment does not provide tax advice. All decisions regarding the tax implications of your investments should be made in connection with your tax and legal advisors. Phantom Regiment is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code.

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