Support Phantom Regiment and gain valuable tax benefits with a donation of appreciated stocks, bonds, or mutual funds

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.

What is a gift of securities?

Donations of appreciated securities or mutual funds help Phantom Regiment continue our mission while offering tax benefits to you, the donor.

BENEFITS

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 the office at (815) 261-1956 or by email at [email protected].

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.