Planned Giving: Make a Gift of Securities

Capital gains tax eliminated

In May 2006, the federal government eliminated the capital gains tax on charitable gifts of publicly-listed securities donated to public charities. These changes allow you to make a major gift to Tafelmusik at a relatively low cost to you. Stocks, bonds, and other investments can be good long-term investments, but they become a form of taxable income when converted to cash. This new provision offers opportunities to realize very significant benefits, and you are able to make a donation to Tafelmusik without affecting your day-to-day financial requirements.

Download this form for the five easy steps to making a gift of securities to Tafelmusik. Thank you for your generous gift.

For more information on making a Gift of Securities, please contact the Development Office: