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Gifts of Stock, Mutual Fund Shares, or Other Appreciated Property

Join The Semper Virginia Society and provide for the Library's collections—your gift will have an impact on areas such as preservation, acquisitions, and public programming, which are in critical need of resources. You may receive handsome financial benefits too! Consider making a gift of stock, mutual fund shares, or other appreciated property to The Library of Virginia Foundation.

Why Non-Cash Gifts Are Such a Good Idea

  1. You receive an income tax deduction based on the value of the stock or investment today. So if you make a donation of stock or fund shares that have grown in value from the time you bought them, you can take a tax deduction for the gift based on its current value, rather than the lower purchase price. If the investment you own has made significant gains, this could be truly advantageous for both you and the Library of Virginia Foundation.
  2. Because the Library of Virginia Foundation is a non-profit organization with tax-exempt status, an outright gift of appreciated property will allow you to avoid paying the capital gains tax that you would have to pay if you sold the property yourself.
  3. You can reduce the size of your estate, which could help to reduce your estate taxes.
  4. It is so easy to do! You can arrange to make the gift by electronic transfer from your broker to ours; or if you have stock certificates in your possession, you only need to complete a few simple forms.
For further information, or to make a gift of stock or other securities, please e-mail us at Amy.Bridge@lva.virginia.gov or call the Foundation office at 804-692-3900.