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Gifts of Appreciated Securities

CLICK HERE FOR A DETAILED EXPLANATION

How It Works

You transfer securities you have owned for one year or more to Inova Health System Foundation.

Inova Health System Foundation sells your securities and uses the proceeds for its programs.

Benefits

• You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the securities you donate.
• You can direct your gift to a specific fund or purpose.
• You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Inova Health System Foundation later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call us at 703-289-2072 so that we can assist you.

Inova Health System Foundation
8110 Gatehouse Road, Suite 200 East
Falls Church, VA 22042-1210
703-289-2072