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 a free eBrochure on this gift
Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
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