Gift of Securities

A gift of marketable securities or shares to the HHHS Foundation can give you not only a tax credit, but also save you tax on any gain in those securities or shares.

To gift securities or shares in the paper format you simply need to endorse the certificates and deliver to the HHHS Foundation.

To gift securities or shares held by you in your account, your financial institution or advisor can transfer them to the HHHS Foundation upon your instructions.

The HHHS Foundation can provide instructions for transferring your securities or shares electronically.

Please contact your financial advisor to ensure the transfer is done properly and to maximize your tax benefits.

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