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 Hospital-Milton.
Mutual Fund Shares
Gifts may also be made from mutual fund accounts to Beth Israel Deaconess Hospital-Milton. You are required to write a letter of instruction to your mutual fund stating the number of shares being given to the hospital, 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 fund shares, please contact our office at (617) 313-1194.