April 26, 2017

Appreciated Stock Donation

When you are thinking about being supportive of the AAS 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 tax professional. 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 310 437.1606 ext. 161 or e-mail Paula Kupiec, Executive Director at paula@aasfoundation.org and we will be happy to work with you and your financial advisor’s to facilitate the transaction.

The Association for Academic Surgery Foundation is a 501(c)3 not for profit organization. Contributions are tax deductible to the extent allowed by law. Please consult your tax professional for details.

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