Appreciated Securities

How It Works

	You transfer securities to The Legacy Foundation at Shell Point.
	The Legacy Foundation at Shell Point sells your securities and uses the proceeds for Shell Point's programs.

Benefits

• You receive gift credit and 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 securities you donate.
  
  
• You can direct your gift to a specific fund or purpose.
  
  
• You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits Shell Point later.

More

• Is this gift for you? Click here.
  
  
• Read more detail. Click here.

To learn more about gifts of appreciated securities, Email us, complete the Information Request form, or call us at (239) 466-8484 so that we can assist you.

(Back to All Gifts-at-a-Glance)