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A Gift of Appreciated Securities

Securities can make an excellent gift especially if it has increased in value. Appreciated securities such as stocks, bonds or mutual funds when sold generate a taxable capital gain. A gift of appreciated property can help you avoid capital gains tax and make a tax-wise way to give.

Simply download the Stock Donation Form by clicking here and send the completed form to:

Patrick Long, DVM
33201 SE Peoria Rd.
Corvalis, OR 97333