Ways to Give - Securities

The Aims Foundation accepts publicly traded securities that are regularly traded on a public stock exchange. The gift date is determined by the postmark date, delivery date, or the date of transfer from the donor's account when a broker transfer is engaged. As a general rule, all marketable securities are sold upon receipt unless otherwise directed by the Finance Committee.

Gifts of appreciated securities are beneficial to you, the donor, and to Aims. As the donor, you receive an immediate income tax deduction for the fair market value of the securities, no matter what you originally paid for them. You pay no capital gains tax and you can direct your gift to a specific fund or purpose.

Please call the Foundation at (970) 339-6583 to request a stock gift transfer form.

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