Stock and Mutual Fund Giving

Stock and Mutual Fund Giving

Did you know appreciated stocks, mutual funds, and bonds in a taxable investment portfolio can be transferred as gifts to support Honey Lake Clinic? Giving stocks (that you have held for more than one year) directly to a ministry provides a significant opportunity to avoid capital gains tax, receive a deduction at the full-market value of the securities, and simplify your giving.

For more information, please contact us by calling, 850-201-1923, or send an email to bdurbin@honeylakeclinic.com.

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Please provide information about your stock gift, including number of shares, and a description of the type of stock gift (appreciated stocks, mutual funds, bonds).