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How It Works
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You transfer securities to the Boston Athenĉum.
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If the securities fit within our investment policy, then the Athenĉum keeps them. Otherwise, the Library sells your securities and uses the proceeds for its programs.
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Benefits
- You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital gains tax on the securities you donate.
- You can direct your gift to a specific fund or purpose.
- You can have the satisfaction of making a significant gift now or funding a life-income gift that benefits the Athenĉum later.
More
To learn more about gifts of appreciated securities, Email us, complete the Information Request form, or call us at 617-720-7654 so that we can assist you.
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