Give the Gift of Securities
Is giving the gift of stock right for me?
Many donors are discovering that giving a gift of securities is one of the most effective ways to make a lasting impact on local healthcare. By donating publicly listed securities directly to the NBRHC Foundation, you can reduce taxes and increase your impact –
truly investing in exceptional care, close to home.
Here’s why this option deserves a closer look:
Maximize your impact:
Appreciated securities often carry capital gains tax but donating them directly removes that tax. More of your investment goes where you want it to, supporting healthcare in our community.
Unlock powerful tax credits:
Your charitable tax credits can offset up to 75% of your net income each year. And if you include a gift of securities in your Will, your estate can claim up to 100% of net income in your final tax return and the year before, reducing estate taxes and leaving more for your loved ones and the causes that matter to you.
Your values in action:
A gift of securities is a thoughtful way to align your financial goals with your values. It’s a chance to invest in the health and future of your community while maximizing the benefits available to you.
The NBRHC Foundation also accepts donor advised funds. Please speak with your advisor for information. We encourage you to speak with your personal accountant, lawyer and/or financial advisor when executing gifts of securities, property, life insurance, Wills, trusts, and other legal agreements.