Make a Gift of Securities


Appreciated Securities

A gift  of appreciated securities such as stocks, mutual funds and bonds can provide attractive benefits.  An outright gift of long-term appreciated securities (securities held for more than a year) avoids capital gains taxes and, in most cases, the donor obtains a charitable income tax deduction equal to the market value of the securities.

For more information, please contact Gary Yoshida at 808.944.7196 or email