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Stock / Marketable Securities

Your gift of listed stocks, bonds, or other publicly traded securities entitles you to a charitable income tax deduction of the full fair market value of the securities on the date of the gift, provided you have owned the securities for more than one year. By transferring appreciated securities, rather than selling them and giving Planned Parenthood of the Rochester/Syracuse Region, Inc., you avoid capital gains tax.

Because your name will not accompany the electronic transfer of shares, please notify us of your intent so we can acknowledge your gift promptly. We can also give you transfer instructions. Contact Janice Bradley at (585) 546-2771 ext. 330 or giving@pprsr.org.

Please do not ask your broker to sell on Planned Parenthood's behalf or transfer securities without first speaking with us. If you physically own the stock certificates, contact us for instructions.

We strongly advise you to discuss your tax situation with your attorney or professional adviser.
 


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