Gifts of Stock and Appreciated Assets

How It Works

• You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Montefiore Medical Center.
• Montefiore Medical Center sells your securities and uses the proceeds for its programs.
• Download our Stock Transfer Form here.

Benefits

• You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the transfer when the stock is sold.
• Giving appreciated stock could be more beneficial than giving cash.

• Giving Appreciated AssetsOpens new window

Next

• Frequently asked questions on gifts of stock.
• Contact us so we can assist you through every step.