Stock Transfers

A gift of appreciated assets, such as stock, allows IMS to offer transformational retreats, care for our refuge and keep our fees affordable. Many of our supporters choose to take advantage of this way to give.

The benefits of this type of gift are two-fold. You can receive a tax deduction for the asset’s full market value at the time of donating. You can also avoid paying any capital gains tax you might otherwise incur from the sale, ensuring that more of your gift reaches IMS. Please consult first, however, with your tax advisor to understand your specific situation.

To offer a gift of stock

  • Please complete our stock donation form.
  • Forward it to your broker.
  • Then email our Development office or call 978-355-4378 ext. 320 to let us know your transfer of stock has been initiated.