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Welcome to Gift Planning > What to Give > Gift of Securities

Gifts of Appreciated Securities

Diagram Description

How It Works

1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
2. You receive an income-tax deduction
3. East Tennessee Foundation (“ETF”) may keep or sell the securities

Benefits

• You may receive a federal income-tax deduction for the full fair-market value of the securities
• You avoid long-term capital-gain tax on any appreciation in the value of the stock
• Your gift will support ETF as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Request an eBrochure

Request an eBrochure with more information about this gift.

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Contact Us

Angelia Nystrom (865) 524-1223, ext. 121 anystrom@etf.org Federal Tax ID Number: 62-0807696

East Tennessee Foundation ATTN: Angelia Nystrom 520 W. Summit Hill Drive, Suite 1101 Knoxville, TN 37902

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