Donating greatly appreciated stock to the Foundation for Augmented intelligence (Intelligence++), a 501C3 charitable organization, may offer significant benefits to both the donor and the Foundation. With the value of many stocks rising significantly over the years, now may be the best time to support the Foundation with a gift of appreciated stock or mutual funds. In addition to making our mission possible, you may also realize significant tax benefits, including avoiding tax on stock appreciation, and receiving credit for a charitable donation. 

Donors need to have owned the stock for at least one year, so please consult a tax advisor or your accountant for advice related to your personal circumstances. And please let us know that you are transferring securities so that we may thank you properly and issue a receipt for tax purposes.

If you are considering a gift of appreciated securities to the Foundation, please feel free to contact our fund manager, Bill D’Annibale of American Retirement & Investment Strategies LLC, for assistance with the transfer process. Bill can be reached at 508‑533‑7370 or billd@investinaris.com.