Gifts of Appreciated Securities
How It Works
- You can send unendorsed stock certificates by registered mail, or instruct your broker to make the transfer from your account
- You receive an income-tax deduction
- Southwestern University may keep or sell the securities
Benefits
- You receive a federal income-tax deduction
- You avoid long-term capital-gain tax
- Your gift will support Southwestern University
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.
Next Steps
- I’d like to see a detailed description of this gift
- I’d like to have a confidential conversation with a gift-planning
officer about this gift plan or other options - I’d like a personal calculation of this gift
- I’d like to request your eBrochures
