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Making Gifts: Stocks and securities

Your gift of securities can provide you with significant tax and financial benefits.  Examples include bypassing capital gains taxes and providing a valuable income tax deduction, both of which effectively reduce the cost of making your gift.

A gift of stock or securities (stock, bonds, mutual funds) typically involves publicly traded shares, such as those traded on major exchanges and over the counter, as well as most mutual funds. Gifts of restricted stock and privately held stock, though more complex, are also possible.

To coordinate any gift of securities, please contact the Foundation Office of Treasury Services at (540) 231-7094.

For more detailed instructions on how to make gifts of securities, please visit the web pages below.

Make a gift: