Maximize your tax benefit while supporting your Museum!
Gifts of appreciated investment securities make a great alternative to cash. In most situations, the full, fair market value of gifts of appreciated property is tax-deductible. Additionally, taxes on capital gains are generally avoided. Appreciated securities may be the best asset for you to give to the Museum, but please consult your financial advisor first.
How to Make a Gift of Stock
Making a gift of stock to The Museum of Flight is easy!
- Fill out this Stock Transfer Letter.
- Before you transfer stock, please contact Dana Flanegin at 206.768.7134 or at firstname.lastname@example.org and provide the information requested on the form: who is making the gift, on which day, how many shares of which stock, and for what purpose (unrestricted or restricted for special project) it is intended. This step is very important, as unidentified stock transfers may be refused and returned to the originating broker.
- Share the completed form with your broker, who will need the Museum’s brokerage and account information to complete the transfer.