Gifts of Appreciated Securities
Gifts of securities such as stocks, mutual fund shares or other appreciated assets can be a great tax-efficient method for making a gift to WA. In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax. For complete instructions to ensure the successful execution of your unrestricted, publicly-traded securities,
please refer to this site. Please notify Frank Callahan at frank.callahan@worcesteracademy.org if you are making a gift of stock so that we may process it in a timely fashion.
Instructions for gifts of stock and appreciated assets
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