Securities Transfer Program

Do you own stocks, bonds or mutual funds?

  • Are you worried about market volatility?
  • Are you concerned about losing your original investment?
  • Would you like to sell your securities while reducing capital gain tax liability?
  • Do you want to save money on your taxes?

The National Community Foundation (NCF) Securities Transfer Program provides these benefits:

  • Immediate income tax deduction
  • Fixed tax-favored income for life or a specified number of years
  • Partial elimination of capital gain tax on appreciated securities
  • Immediate or deferred income payments
  • Reduction or elimination of applicable estate tax
  • Reinsurance on most transactions
  • The ability to support your favorite charities and other charitable causes worldwide