Gifts of Stock

A Smart Way to Give

Many people choose to give stocks, securities, or mutual funds instead of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.

• Gifts of assets can often save you far more on taxes than gifts of cash
• Avoid all capital gains taxes
• Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
• Make an immediate impact on our mission

Please direct your broker to this page or complete it yourself to receive transfer instructions and notify Branson of your intent. If you or your financial advisor have any questions, please email advancementgiving@branson.org or call 415-455-7112.