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Stocks and securities

A gift of stock or securities (stock, bonds, mutual funds) typically involves publicly traded shares, such as those traded on the 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.

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

To coordinate any gift of securities, please contact the Office of Investments and Debt Management at 540/231-9462.

For more detailed instructions on how to make gifts of securities, please visit the appropriate Office of Investments and Debt Management Web page below.