Appreciated Securities

A gift of appreciated securities is for you if ...

• You're holding stocks, bonds, or mutual fund shares that have risen in value.
  
• You want to maximize your deduction but not affect your liquidity.
  
• You want to make an outright gift to us, or a gift that will first return lifetime payments to you.
  
• You want to reinvest your assets to increase your income without paying capital gains taxes by selling the stock.

More

• Picture this gift. Click here.
• Read more detail. Click here.

To learn more about Appreciated Securities, E-mail us, complete the Information Request form, or call us at (312) 582-6042 so that we can assist you.

The Latin School of Chicago
59 W. North Blvd.
Chicago, IL 60610
(312) 582-6042 | Fax: (312) 582-6041



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