The Art Institute of Chicago
Gift Planning

Appreciated Securities

A Gift of Appreciated Securities Is for You If ...

  • You are holding stocks, bonds, or mutual fund shares that have risen in value.
  • You want to maximize your deduction but not affect your liquidity.
  • You want to make an outright gift to us or a gift that will first return lifetime payments to you through a gift planning vehicle such as a charitable gift annuity.
  • You want to reinvest your assets to increase your income without paying capital-gains taxes by selling the stock.

More

To learn more about appreciated securities, e-mail us, complete the information request form, or call us at (312) 499-4110 so that we can assist you.




The Art Institute of Chicago
111 South Michigan Ave
Chicago, IL 60603
(312) 499-4110 | Fax: (312) 499-4104




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