Gifts of Stock or Other Securities


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Gifts of stock, especially appreciated stock, or other securities such as bonds can help you maximize your philanthropic giving while providing you substantial tax benefits. First, you receive an income tax deduction equal to the full fair market value of the stock on the date of the gift. In addition, you’ll pay NO capital gains tax when the museum sells the stock, so the full value of the gift supports Laguna Art Museum’s efforts. You decide how you’d like us to apply the proceeds of your stock transfer—exhibitions, education programs, the Laguna Art Museum Endowment Fund, or other use.
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We make it easy for you to donate stock.
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Simply provide your broker the following information:
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Organization: Laguna Art Museum
Bank: Wells Fargo
Agent bank ID #: 94866
Account #: 212695
DTC participation #: 2027
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>> Please contact Deputy Director Genny Boccardo-Dubey at 949.494.8971 x208 if you have any questions, or to notify the museum of any stock donations you’ve made or are considering making.
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For specific questions regarding tax or legal matters, contact your tax professional or legal advisor. Contact your broker for correct valuation of the gift.