Stock Transfers

A gift to IMS of appreciated assets, such as stock, allows us to continue offering transformational retreats, care for our refuge and keep our fees affordable.

This gift can provide a tax deduction for you for the asset’s full market value at the time of donating. It can also eliminate any capital gains tax you might otherwise incur from the sale. 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.