Stocks and Securities

Gifts of Stock and Other Securities

Making a gift of appreciated stock and other securities is easy. A transfer can be as simple as a phone call and a written confirmation. For tax purposes, your gift is considered complete on the day that you turn over control of the securities.

The value of the gift is its fair market value on that day, and you pay no tax on the capital gains. If the securities are traded daily on a recognized exchange, the value is the average between the high and low prices for that day.

• Securities Held Electronically
• Securities in Certificate Form
• Mutual Funds

For other options for transferring gifts of stock, please contact Wendy Jett, Foundation Director at (541) 463-5804 or foundation@laneccfoundation.org to discuss these in order to avoid complications.

Lane is an excellent investment!

Every gift makes a difference and brings our students closer to achieving their dreams.
Thank you for making a difference!

*The information on this page is not meant as tax advice. To fully understand any implications of your intended contribution for tax purposes, please consult a professional tax advisor.