Plan Your Legacy

Support The Morton Arboretum with a gift in your will, trust, or other estate plans.

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Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. The Arboretum may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support the Arboretum as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Jessica Anderson
Major and Planned Giving Officer
(630) 725-2146
legacygiving@mortonarb.org

 

The Morton Arboretum
4100 Illinois Route 53
Lisle, IL 60532

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With your generous contribution, the Arboretum will remain a cherished place of enjoyment and respite.

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