Maximize your giving and minimize the impact on your taxes, without increasing your out-of-pocket costs

Your gift of appreciated stocks or other securities (bonds, mutual funds, annuities, et al) can have deep impact at the Vermont Community Loan Fund, and is often a donor's most tax-smart giving option. When you make a gift of appreciated securities, in most instances you can:

  • Avoid capital gains taxes on the security's appreciation
  • Receive a charitable deduction based on the market value of your gift, which will increase your tax savings if you itemize your deductions
  • Ensure VCLF receives the maximum value of your gift

Gifting appreciated securities to support the Vermont Community Loan Fund's work is EASY! Please contact Director of Investment & Philanthropy Jake Ide for account/transfer instructions, at 802-223-4423 or jake@vclf.org. We are happy to work with you and your financial advisors.

Your gift of appreciated stocks or other securities (bonds, mutual funds, annuities, et al) can have deep impact at the Vermont Community Loan Fund, and is often a donor's most tax-smart giving option. When you make a gift of appreciated securities, in most instances you can:

  • Avoid capital gains taxes on the security's appreciation
  • Receive a charitable deduction based on the market value of your gift, which will increase your tax savings if you itemize your deductions
  • Ensure VCLF receives the maximum value of your gift

Gifting appreciated securities to support the Vermont Community Loan Fund's work is EASY! Please contact Director of Investment & Philanthropy Jake Ide for account/transfer instructions, at 802-223-4423 or jake@vclf.org. We are happy to work with you and your financial advisors.

Borrow

Borrow

Learn more about Borrowing with VCLF or contact us today to get started!

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Invest

Invest

Learn more about Investing with VCLF or contact us today to get started!

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