Securities
Stocks or other investments that have grown in value can become a substantial gift made at a low net cost to you. A gift of appreciated stock generally offers two-fold tax savings:
- First, you avoid paying any capital gains tax on the increase in value of the stock.
- Second, you receive an income tax deduction for the full fair market value of the stock at the time of the gift.
In order to do this, your stock generally must have been held long-term (more than one year).
If you are interested in making such a gift, please contact the Development Office.
