When you fund your gift by donating long-term appreciated stock, you receive a charitable deduction for the full value of the stock without incurring capital gains tax.

To benefit from this important income tax break, you must give the stock directly to the Development Office for us to sell. We will be pleased to give you instructions for your stockbroker on how to transfer stock or mutual fund shares to our brokerage account.

To take a deduction for gifts of appreciated stock at their current value, you must have owned the stock for more than 12 months. Such gifts are deductible up to 30 percent of your adjusted gross income (AGI) in the year of the gift. Any unused deduction amounts may be used in as many as five subsequent tax years.

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