Boys & Girls Village
Boys & Girls Village Fundraiser and Golf Tournament
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Foster Parents Needed in CT

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203.877.0300

fax: 203.876.0076
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Boys & Girls Village, Inc.
528 Wheelers Farms Road
Milford CT 06461
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Securities

Gifts of appreciated, publicly traded securities provide immediate benefit to the agency and, in many cases, tax deductions for the donor. Capital gains taxes also can be avoided, and often the full-market value of appreciated securities can be deducted. Please consult with your tax advisor.

In order to accept gifts of appreciated stock, bonds, and mutual funds, BGV policy requires the following:

  • Except in pre-approved cases, donated shares of securities must be widely traded and listed on a major exchange. The acceptance of closely-held or thinly traded shares must be pre-approved by the Agency.
  • The donor(s) must be the registered owner(s).
  • Shares must have a minimum total market value of $100.
  • In order to claim full tax benefits, donor(s) must own security for more than a year and a day.

 


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