Gifts of Stock and Mutual Funds
Giving publicly traded stocks and mutual funds to the National Foundation for Celiac Awareness (NFCA) is a decision that makes good economic sense.
Beyond providing NFCA with valuable assets that are sold to support NFCA’s programs and services, you:
- Receive an immediate income tax deduction based upon the current market value of the gifted stock or mutual fund.
- Are not taxed on the long-term capital appreciation of the gifted stock or mutual fund.
- You may also rollover your IRA through 2013 up to $100,000. Act Now.
Making a gift through your estate plan is simple and won’t cost you anything out of pocket today. Find out how you can plan your gift to the foundation and make a significant difference at NFCA.
How to make a gift from your will:
Name the National Foundation for Celiac Awareness (NFCA) as a beneficiary of your will or living trust (either as a residuary bequest or a specific gift amount).
To learn more, contact us by mail, phone or email:
The National Foundation for Celiac Awareness
Attn: Kimberly Yost Moyer
124 South Maple Street
Ambler, PA 19002
Phone: 215.325.1306 ext. 110