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GIFTS OF STOCK OR BONDS TO CAMA'S ENDOWMENT FUND.

Transferring stock to CAMA's Endowment Fund 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.

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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