Assets to give

Friends Fiduciary provides several support services to assist you in making gifts to benefit Friends meetings and organizations. These include:

  • Brokerage services for stock gifts that enable you to gift publicly traded securities to a Friends Meeting or Organization. Using Friends Fiduciary services eliminates the need for the meeting or organization to set up a brokerage account for the sole purpose of receiving your gift. Review Friends Fiduciary stock gift procedures & fees.
  • Donating long-term appreciated securities directly to a charity has the benefit of eliminating or reducing the capital gains tax you would incur if you sold the assets yourself and donated the proceeds.
  • Assistance if you wish to contribute gifts of real estate or other tangible assets to Friends meetings or organizations.  Review Friends Fiduciary Guidelines for Gifts of Real Estate.

Friends Fiduciary‘s brochure, Let Your Life Speak, describes planned gifts and how you can help build a secure financial future for Friends meetings and organizations. Please contact Mimi Blackwell at 215-241-7272 or for more information on any of these resources.


Stock Gifts & Transfer Instructions

Gifts of Real Estate Inquiry Form

Planned Giving Brochure