Gifts of Stocks

Many donors make outright gifts and pledges in the form of appreciated securities rather than cash, in order to benefit from extra tax advantages. If you itemize, gifts of securities are based upon the full, fair market value and are deductible for federal tax purposes, up to a limit of 30 percent of your adjusted gross income for the first year, with a five year carryover. You avoid paying a tax on capital gains, which you would owe if you sold the securities.

Inova has centralized how we process gifts of stock. Please use the following instructions to make a gift of stock to the Inova Health Foundation, the Inova Alexandria Hospital Foundation and the Inova Loudoun Hospital Foundation.

Honoring your generosity

Thank you for your interest in supporting Inova Health System. Please contact Linda Robertson at 703-289-2097 or linda.robertson@inova.org with questions about other planned gift options.

Copyright © 2014 Inova Health Foundation