Gifts of Securities

 

When appreciated stock is transferred to an IRS recognized non-profit like The Bridge Fund, the donor generally gets a tax deduction for the full value of the shares.  And because the transaction isn’t taxed, the gift is worth more than if the appreciated shares were sold by the donor, subject to capital gains tax.  

For more information, please contact:

Michael Beebe
President-The Bridge Fund
239-682-3855
mike@thebridge-fund.org

Jim Herald
Vice President-The Bridge Fund
317-727-7698
jrh8719@aol.com

Consult your tax or legal counsel for advice.  

The Bridge Fund EIN: 45-4745677

Help Us Help Neighbors In Need!

Mailing Address:

23530 Peppermill Court

Bonita Springs, FL  34134

neighbors@thebridge-fund.org

A 501(c)(3) organization

Endorsed by the Pelican Landing Community Association

© 2019 The Bridge Fund