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Stock Donations

Increase your gift to Prevail—and your tax deduction—with one simple contribution

Make a bigger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to Prevail. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction.

How Does it Work?

It’s simple and easy. When you donate stock to Prevail, you’ll generally take a tax deduction for the full fair market value. And because you are donating stock, your contribution and tax deduction may instantly increase over 20%. Would you prefer to donate bonds or mutual funds? The same benefits apply.

Helpful tips and information:

If you would like to speak with someone regarding your intentions, please call Natasha Robinson at 317-773-6942 or by email: This email address is being protected from spambots. You need JavaScript enabled to view it..

As with all financial planning issues, Prevail suggests you speak with your personal advisors.

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