Legacy Giving: Investments and Property

Stocks, mutual funds and other assets can also be donated. You will receive a charitable income tax deduction for the full fair market value of your investment on the transfer date if you have held the investment for more than one year.


  • Avoid capital gains on the difference between the original cost and the current market value of the donated asset, if higher.
  • Enhance the value of your gift, both to the SLSO and to yourself.

Please note: The purpose of this page is to provide general gift, estate and financial planning information. It is not intended as legal, accounting, or other professional advice. Consult your attorney or legal advisor if your plans require revision of a will or other legal document. 

Contact Us

Elizabeth Niven
Senior Director of Planned Giving
Phone: 314-286-4192