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Helpful Hints

• Do consider gifting appreciated securities because the tax implications can be significant since the gift is based upon the full fair market value of the stock. There are no capital gains taxes due on transfer.
  
  
• Do give yourself enough time to complete the transaction before the end of the year since a typical transfer of stock or mutual funds can take from 2-30 days.
  
  
• Don't instruct your banker or broker to sell the securities for your account and forward the proceeds to Inova. This transaction would represent a cash contribution and you would be liable for the capital gains tax.
  
  
• Don't deliver your certificate to the issuing corporation or its transfer agent to be reissued in the name of the Inova Health System Foundation. This process can be lengthy. Also, the date of your gift is considered to be the date on which the corporation issues the new certificate in Inova's name. In the interim, the stock may decline in value, or you may not complete the gift in the tax year you intend.

Please contact Linda Robertson at 703-289-2097 or e-mail Linda.Robertson@inova.org to request information about securities transfer, gifts of real estate or personal property, or about how your gifts help the Inova Health System Foundation.