GIFTS OF STOCK, MUTUAL FUNDS AND OTHER SECURITIES
You can enjoy multiple benefits when you make a gift of stock, mutual funds or other securities to Â鶹¹û¶³. With an outright stock gift to Â鶹¹û¶³, you pay no capital gains tax and receive the full value of the securities at the time you make your gift. Upon receipt of your gift, Â鶹¹û¶³ sells the securities and uses the proceeds to fund current immediate needs or uses the proceeds for the purpose you designate, such as annual scholarship support. Â鶹¹û¶³ pays no tax on the sale because the University is a tax-exempt organization.
- Electronic Transfer of Stock
- Transfer of Stock by Mail
- Transfer of Stock in Person
- Gift of Mutual Funds
For more information about how to make a stock gift, please call Mike Schroeder at 314-562-8627.