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Securities

US Tax Benefits

An alternative to cash is the gift of appreciated securities. A gift of appreciated securities held for more than one year may provide the following benefits:

  • A charitable income tax deduction for the fair market value of the gifted securities.

  • No capital gains tax (which would apply if you publicly sold the securities and donated the proceeds to the Optica Foundation)

We recommended that you first consult with your financial advisor before making a donation of securities.

Acknowledgment

Once the securities transaction has been completed, you will received a postmarked letter confirming the gift date and total donation amount. This letter will recognize that no good or services were exchanged for this securities gift.

Ways to Give Securities

Please complete our Securities Donation Form and submit by mail or by email:

Mail
You may send your gift to our offices:

Optica Foundation
2010 Massachusetts Ave. NW
Washington, DC 20036
USA

Email
You may also securely send your gift via email to foundation@optica.org.

For information on other ways to support the Optica Foundation, please contact us at +1.202.416.1416 or foundation@optica.org
 

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