Gifts of Stocks, Bonds, and Mutual Funds
Appreciated Stocks and Bonds
A gift of long-term appreciated securities provides capital gains tax savings and allows you to claim an income-tax charitable deduction-all while supporting the lifesaving mission of Beth Israel Deaconess Medical Center.
Mutual Fund Shares
Gifts may also be made from mutual fund accounts to Beth Israel Deaconess Medical Center. You are required to write a letter of instruction to your mutual fund stating the number of shares being given to the Medical Center, the timing of the gift, and the name of the account from which the shares are coming.
For assistance making your gift with appreciated securities or mutual funds shares, please contact our office at (617) 667-7330.
You may also download the IRS 8283 tax form, which can be used when making non-cash gifts to BIDMC.