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Stocks and Mutual Fund Shares A great way to receive an end-of-the-year tax break is by making a stock or mutual funds share gift. Stock or mutual fund gifts are very appealing if they have increased in value since the beginning of this calendar year - you will receive a charitable deduction for the value of the shares, and you will not have to pay any capital gains tax on the increased value of the donated shares. To learn more about making stock or mutual fund donations please call the Foundation at (661) 253-8082.
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