Stocks and Securities

You can give stocks, bonds, and mutual funds to Andrews and benefit in tax savings. Appreciated securities that have been held for more than one year can be donated and capital gains tax benefits may apply. When the gift is made, the present value of the stock is counted for tax deduction but there is not normally a tax on the difference between the original cost and the present value. Please contact us by phone at 269.471.3124 or email at for more information about making this type of donation and the preferred methods of transfer.