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Make a Gift of Stock

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Make a Gift of Stock

Do you own assets such as stocks, bonds or mutual funds that have increased in value since they were purchased?  By giving appreciated stock directly to Clearwater Marine Aquarium, you avoid paying the capital gains tax that would have been due, had you sold the stock in the normal manner. You will also receive an income tax deduction (federal and most states) for the full market value of your gift if you itemize deductions on your tax return and have held the assets for one year or longer.

If you have questions about donating appreciated stock or other matters concerning charitable support, please contact Kelly Jordan, Chief Development Officer, at kjordan@cmaquarium.org or (727) 441-1790 x 269.

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