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Give the Gift of Stock

One of the popular images during the holiday season is that of “a squeezing, wrenching, grasping, scraping, clutching, covetous old sinner” known as Ebenezer Scrooge from the classic holiday novel A Christmas Carol.  Are you familiar with the cold-hearted, tight-fisted and greedy man, who despises Christmas and all things which give people happiness? 

During the holidays at St. Anthony’s we experience something quite different from that “Bah, humbug.”  Here we experience the great joy and generosity that so many people want to share with others, especially with those that are in need. 

One of the most financially wise ways to give to St. Anthony’s at the holidays is through the transfer of stocks.  Especially at the end of the year, people like you may want to consider how stocks, bonds or any other securities can be transferred as gifts to St. Anthony’s.

Making a gift of securities is simple and offers you valuable financial benefits like:

  • You can donate appreciated stocks, bonds or mutual funds
  • The total value of the stock upon transfer is tax-deductible
  • And there is no obligation to pay any capital gains taxes on the appreciation of your stock

But beyond the gift, you are helping our guests and clients transform their lives, just as Ebenezer Scrooge evolved into a changed character. 

For more information about how you can change lives by transferring securities, please contact St. Anthony Foundation at 415.592.2858 or via email.

If you are not sure you want to give a gift of stock? Please consider making a one-time-gift to St. Anthony Foundation this holiday season!

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