Can we receive a gift of stocks, bonds, or other securities?

Gifts of this sort, particularly when highly appreciated, can result in favorable tax treatment for donors while bringing much-needed assets to your project. Community Partners’ finance staff is available to work with you to coordinate the gift transaction. All you need to do is ask the donor to transfer the securities directly to Community Partners’ brokerage account, and to notify Community Partners in writing with their name and address, the name and quantity of the security, and the name of your project. Community Partners generally liquidates such assets as soon as possible.

Community Partners does not accept gifts of stocks, bonds, or securities if they are not easily sold or if they are accompanied by a donor request that they be held for a pre-determined period of time.

For stock transfer information, please contact [e-mail].