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Stocks and Bonds

An easy and tax-wise way to make a gift to the Palomar College Foundation is to donate appreciated securities.  In most cases, the out-of-pocket cost of your gift is reduced substantially due to the tax benefits you realize when you contribute appreciated securities.  First, you are entitled to an income tax charitable deduction for the full fair market value if they have been held for at least one year (or for your cost basis if they have been held for less than one year).  Second, you pay no capital gains tax on the transfer.

Publicly-traded securities, shares of stock in closely held companies, bonds, and government issues may be given to the Palomar College Foundation for Palomar College.  It is critical that title to gifts of securities be transferred to the Palomar College Foundation, not Palomar College.  Gifts of securities may be made by sending the certificate and an executed stock power for each separate issue of stock or bond to the Executive Director for the Palomar College Foundation.

Before initiated a gift of securities, please contact the Foundation at (760) 744-1150 ext. 2733 or pcfoundation@palomar.edu so that the Foundation's broker may be notified to accept the securities.

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