Appreciated Stock

Do you own long-term (held for more than 1 year) appreciated stock that is subject to capital gain?

If you choose to sell now, you may be subject to a significant capital gains tax liability. You can avoid this by making a gift of appreciated stock to Highland Hall Waldorf School.

Benefits of Giving Appreciated Stock

  • No capital gains tax on the appreciation.
  • A charitable deduction equal to the full value of your stock gift to Highland Hall Waldorf School.
  • Support what is most meaningful to you at Highland Hall.
 
Would you like to learn more?
 
Contact us:
Director of Advancement, Cara Lisco 
818-349-1394 x 233