Gift of Stock


Making a Gift of Stock

Donating appreciated stock to The Actuarial Foundation may help reduce income and estate tax liability. Securities, stocks, and bonds can be donated at any time. Please consult your tax advisor before making a gift of securities, stocks, or bonds.

Common Types of Stock Gifts

Current Stock Gift

By transferring your stock to us today, you can enjoy the benefits of tax savings on this year’s return. In addition to your charitable deduction, you will avoid paying capital gains tax that would otherwise be due on the sale of your appreciated investment. Please consult your tax advisor before donating securities, stocks, or bonds.

Stock Bequest

If you are still enjoying the benefits of holding your appreciated stock but looking for a way to avoid estate tax in the future, a stock bequest is a good choice. In your will or trust you may wish to include instructions for transferring your stock to us. Your estate will benefit from a charitable deduction that will lessen the impact of taxes on your estate and your heirs.

Thank You For Your Support!

The Actuarial Foundation’s Legacy Circle honors and remembers those who include the Foundation in their future plans, whether through a specific bequest in their will, trust, retirement plan or beneficiary of all or a portion of an insurance policy.