A Blue Ribbon School of Excellence
Giving Opportunities

Appreciated Securities

Appreciated securities are a gift of stocks or bonds that are (or will be) readily available. The deduction for outright gifts of appreciated long-term publicly traded securities (held more than 12 months) is equal to the fair market value of the securities on the date you relinquish control of the assets to the BPI Foundation. None of the appreciation is taxable for capital gains purposes. Please note: Do not sell the stock; you must transfer the securities to the BPI Foundation to receive the most advantageous tax treatment. 

To initiate a gift of stock, please click the pdf below for more information.