Gift of Stock or Mutual Funds

Gifts of appreciated assets are a wonderful way to make your gift to Wills Eye. The best securities to consider as a charitable gift are those that have highly appreciated in value since you acquired them.

When considering a gift of stock, many donors review their securities portfolio and select those stocks that have appreciated the most and have been held for more than a year.

When making a gift of stock from your securities portfolio, it is important that you arrange for a direct transfer of your securities to Wills Eye and do not sell (or instruct your broker to sell) the securities first.

To achieve a smooth transfer, please contact Michael McKeever at 215-928-3306 or mmckeever@willseye.org