Appreciated assets, such as stock or mutual funds that have appreciated in value, can be donated to MFC and will likely provide you a significant tax savings. When you give appreciated assets, you avoid paying capital-gains tax on the increased value of your stock. You may also entitled to a charitable deduction based on the stock’s current value. Please consult your financial advisor.
If you would like to donate stock, please complete the form below and someone from our investments team will contact you to help with the stock transfer.
Learn more about the benefits of donating stocks or mutual funds: