Gifts of Appreciated Securities

How it works:

  1. You transfer appreciated securities to Baptist Health Care Foundation.
  2. The Foundation sells your securities and uses the proceeds for the purpose you specify.


  • You receive gift credit and an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital-gains tax on the securities you donate.
  • Giving appreciated stock could be more beneficial than giving cash.
  • You can make a significant gift now or fund a life-income gift that benefits the Foundation later.

Consider a gift of appreciated securities if you:

  • Hold stocks, bonds or mutual fund shares that have risen in value.
  • Want to maximize your deduction, but not affect your liquidity.
  • Want to make an outright gift to the Foundation, or make a gift that will return lifetime payments to you.
  • Want to reinvest your assets to increase your cash flow without paying capital-gains taxes by selling the stock.

Please contact us at  850.469.7906 prior to making a gift by will or trust to ensure it follows our Gift Acceptance Policies.