• Welcome to Creating Your Legacy Through Gift Planning
• Welcome to Gift Planning
• Overview of Ways to Give
  • Assets I Can Give
  • Gifts by Will
  • Gifts That Pay Income for Life
  • Charitable Lead Trust
  • Gifts by Retirement Plans
  • Gifts by Estate Note
• Understanding Gift Planning
• Join the Lifetime Philanthropists
• The Gift-Planning Process
• Step 1: Explore Most Popular Options for Creating Your Legacy
  • Gifts by Will
  • Gifts That Pay You Income
• Step 2: Explore Options with Life-Stage Gift Planner™
• Step 3: Compare the Options
  • Compare Gift Options
  • Calculate Your Gift
• Step 4: Contact Us to Help
• Publications About Gift-Planning Strategies
• Current Newsletter
• Featured Article
• Article Archive
• eBrochures
• Meet The Donors
• Resource Center
• Frequently Asked Questions
• Gift-Planning Calculator
• Glossary of Terms
• Bequest Language
• Contact Us
• Disclaimer

 

Gifts of Appreciated Securities

	Related Links
	See gift description Request more info on this type of gift Request a calculation Read about our donors The Lifetime Philanthropist Society

 

How It Works

1. You can send unendorsed stock certificates by registered mail, or instruct your broker to make the transfer from your account
2. You receive an income-tax deduction
3. may keep or sell the securities
   

Benefits

• You receive a federal income-tax deduction
• You avoid long-term capital-gain tax
• Your gift will support Aurora Health Care

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

Next Steps

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• I’d like to see a detailed description of this gift
• I’d like to have a confidential conversation with a gift-planning
  officer about this gift plan or other options
• I’d like a personal calculation of this gift

Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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