Gifts of Stocks and Securities

AIM Academy welcomes gifts of stocks and mutual funds. Gifts of stock or appreciated securities can be a tax-effective way to support AIM. Normally, donors can claim a tax deduction on the market value of the stock on the day it is donated, and avoid capital gains tax on any increase in market value. The easiest way to donate stocks, securities or mutual funds is to ask your broker to transfer your gift electronically to AIM Academy’s brokerage account with the Haverford Trust Company. Please review these instructions and share them with your financial advisor. For more information, please contact Jeff Brody Associate Director of Institutional Advancement, 215-948-9350.