(Stocks, Bonds and Mutual Funds)

The benefits derived from donating appreciated securities to OMS can be threefold (if you have held the security for more than 12 months).

1. You can bypass paying capital gains tax on any appreciation, and
2. You may deduct the full fair market value.
3. By transferring the security directly to OMS, your gift is not reduced by sales commissions.

Our Gift and Estate Design services can help you or your broker transfer securities or mutual funds to OMS by:

• Electronic transfer or
• Certificate transfer

Depreciated Securities

Perhaps not all your investments have appreciated. If this is the case, your tax advisor may confirm a strategy of selling these securities at a loss and using the losses to offset other gains reportable on your tax return. The cash from the sale can then be gifted to OMS.

For further information and assistance, please contact Diane Arndt or Steve Hoffman of our Gift and Estate Design services team.

Phone: 1-317-881-6755 ext. 334 (Diane Arndt)

E-mail: shoffman@omsinternational.org, or darndt@omsinternational.org

OR complete our Confidential Reply Form