Gifts of appreciated stocks or securities may result in significant tax benefits for the donor. When a person owns marketable securities that have a long-term gain and gifts them to Marist School, the donor may be able to take the full fair market value of the security as a charitable deduction on his or income tax return and avoid all capital gains taxes. Your financial manager and the Advancement Office can provide information and assistance.
Marist School’s instructions for giving stock have changed as of October 2019.