Securities and Mutual Funds

You Can Secure Our Future

We depend on people like you. As a 501(c)(3), individual and business support makes up a third of our total annual revenue.  In addition to cash, you can help us soar higher by making gifts of marketable securities and mutual funds. Now is a wonderful time to give this way. And it is so easy!

 

Gifts of Marketable Securities (Stocks, bonds, certificates of deposit)

If you have held appreciated securities (increased in value) for at least one year, simply transfer these securities to the National Aviary's Investment Account. You do not need to sell them first. This way, you will avoid capital gains tax on the sale. This is a great way to make a tax-efficient donation. When you transfer, you are eligible for an income tax deduction for the full fair-market value of the securities (up to 30% of your adjusted gross income). 

 

Gifts of Mutual Funds

Gifts of Mutual Funds provide the same tax advantages. If fund shares have increased in value, they should be transferred to the National Aviary's Investment Account. Mutual funds generally take longer to transfer.  If you want to give your mutual fund as a year-end gift, consider transferring before or around Thanksgiving.

 

How to Transfer

We will be pleased to provide information to you/your advisors on how to make these tax-efficient gifts. Contact Ted Bartlett, Manager of Development, at (412) 258-9433 or ted.bartlett@aviary.org