Appreciated Stock Donation

When you are thinking about being supportive to the Foundation, there are many imaginative ways to help. In some circumstances it is beneficial to both donor and recipient to make a donation of equity securities (stock) in lieu of a cash donation. Because there are certain limitations, as well as potential advantages, you should discuss this possibility with your CPA. The tax benefits to the donor are, under some circumstances, significant.

If you are interested in making a stock donation, please contact the office at 310 437 0544×117 or e-mail us at and we will be happy to work with you and your financial advisers to facilitate the transaction.

The SAGES Education and Research Foundation is a 501-C3 Nonprofit. Contributions are fully tax deductible to the extent allowed by law. Please consult your accountant for details.