GIFTS OF STOCK, MUTUAL FUNDS AND OTHER SECURITIES

5You can enjoy multiple benefits when you make a gift of stock, mutual funds or other securities to Ä¢¹½´«Ã½. With an outright stock gift to Ä¢¹½´«Ã½, you pay no capital gains tax and receive the full value of the securities at the time you make your gift. Upon receipt of your gift, Ä¢¹½´«Ã½ sells the securities and uses the proceeds to fund current immediate needs or uses the proceeds for the purpose you designate, such as annual scholarship support. Ä¢¹½´«Ã½ pays no tax on the sale because the University is a tax-exempt organization.

  • Electronic Transfer of Stock
  • Transfer of Stock by Mail
  • Transfer of Stock in Person
  • Gift of Mutual Funds

For more information about how to make a stock gift, please call Mike Schroeder at 314-562-8627.