A gift of appreciated securities that has been held for longer than one year can be deducted for the full fair market value, thus avoiding capital gains tax. If you wish to make a gift of appreciated securities or mutual fund shares, please contact your investment advisor to ensure your gift is completed by December 31. To make a gift of stocks or other securities to FINCA:
Securities are transferred into our accounts anonymously, therefore, to ensure timely gift receipt you or your broker are asked to contact Mabel Valdivia at 202.971.4657 or Mabel.Valdivia@FINCA.org to verify the number of shares and the name of the stock being transferred.
For deferred gift arrangements, such as charitable gift annuities or to name us in your estate plans, please contact Mabel Valdivia at 202.971.4657 or Mabel.Valdivia@FINCA.org.