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Stocks

Gains from appreciated assets present an opportunity to take advantage of tax laws that encourage charitable gifts of stocks and securities (mutual funds, bonds). Gifting appreciated stock directly to the People Inc. Foundation – rather than selling the assets and donating the after-tax cash proceeds – can significantly increase the amount of funds you have available for charitable giving while providing you with a larger tax benefit. This may be a great way to begin to fund your legacy during your lifetime.

For more information or to make your gift of appreciated stocks/securities, please contact:

Denise Bienko
People Inc. Senior Vice President
People Inc. Foundation Executive Director
dbienko@people-inc.org or 716.817.7470

Christine Mathieu
Legacy Officer of People Inc. Foundation
cmathieu@people-inc.org or 716.817.7256

DTC#0443, HQ4042425, Key Investment Services 1.800.547.2968.

Western New York 1219 North Forest Road | P.O. Box 9033 | Williamsville, New York 14231 | Phone: 716.817.7400 | Toll Free NY 1.888.7PEOPLE | Fax: 716.634.3889

Rochester 1860 Buffalo Road | Rochester, NY 14624 | Phone 585.441.9300 | Fax 585.441.9398

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