Instructions for Stock, Bond, & Mutual Fund Gifts
Giving appreciated securities to Good Neighbor Health Clinic may offer additional tax benefits when compared to gifts of cash – and can often help you make an even larger impact on Good Neighbor Health Clinic patients and health outcomes within the Upper Valley community. To transfer stocks, bonds, mutual funds, foreign stocks, physical certificates, or any other gifts that may require special instructions, please contact us or complete and submit our Stock Giving Form. Donors are asked to consult with their tax advisors for specific information.
How It Works
| Key donor benefits of a $10,000 gift of stock with a cost basis of $2,000 | Cash Gift | Stock Gift |
| Current fair market value of stock | $10,000 | $10,000 |
| Income taxes saved | $3,960 | $3,960 |
| Capital gains taxes saved* | $0 | $1,904 |
| Total tax savings | $3,960 | $5,864 |
Benefits
- Avoid capital gains taxes on any growth when you give securities you have held for a year or longer.
- Receive a charitable income tax deduction for your gift’s full fair market value.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.
Volunteer With Us
Our ability to provide needed care to our neighbors is built on a vibrant network of volunteers. We’re delighted that you’re interested in being a part of our team! To learn about current volunteer opportunities, visit our volunteer page.
At this time, we DO NOT have opportunities available for individuals without clinical licensure. In order to be a clinical volunteer, we require Vermont licensure. Volunteer roles are based on current needs and may change as new opportunities arise.
