Stock

If your investment portfolio includes highly appreciated, low-yielding stock or mutual funds and you're considering a gift to Tohono Chul Park , you may want to consider a gift of stock or mutual funds. It's a tax-wise way to support the Park.

Gifts of appreciated securities held longer than one year are exempt from capital gains taxes and entitle the donor to a tax deduction equal to the market value of the securities at the time of transfer.

Find out more
Planned Giving-Overview
Lead Trusts
Real Estate Gifts
Retirement /Life Insurance Gifts
Remainder Trusts
Wills and Trusts Gifts

To avoid exposure to capital gain tax, the stock must be transferred to Tohono Chul Park . We then sell the stock from our account, and you receive credit for a gift, valued at the time you transferred the stock to the Park.

 

For more information, please contact:

Tom Buchanan
Director, Development and Marketing
tombuchanan@tohonochulpark.org