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Savings Bonds

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SAVINGS BONDS

Often people will ask if they can make an outright gift of U.S. savings bonds and receive a

charitable deduction for their face value. Unfortunately, the answer is “no” because of restrictions

on the transferability of the bonds. On the other hand, the full face value is deductible for estate

tax purposes when you bequeath the bonds to the church in your will. Unlike an individual heir,

the Foundation is tax-exempt, it will not pay income tax when the bonds are redeemed.



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