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GIFTS
OF STOCK OR BONDS.
Transferring
stock to CAMA is a simple process. Gifts of appreciated securities,
including stocks, bonds and mutual funds are much appreciated
and allow you to avoid tax on capital gains. You can also take
an immediate charitable tax deduction.
A
gift of appreciated, long-term marketable securities (owned for
more than one year) will generally provide an income tax deduction
for the full fair market value of the securities, while avoiding
the capital gains tax that would otherwise be due on sale.
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Securities
may be transferred through your broker or by delivery of the securities
to CAMA. To transfer
shares of mutual funds or if you wish to establish an account for CAMA
with your broker, please call for additional information. Shares of
closely-held stock may also be given to CAMA. Please contact Mark Trueblood,
Executive Director, for details at 805-966-4324 or email info@camasb.org.
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CAMA|
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