Make a Gift of Stock


When you give a gift of appreciated stock, you may receive an immediate tax deduction and savings on capital gains taxes. Your gift of stock or mutual funds can also be used to fund a charitable gift annuity. You can make a gift of appreciated stock to the College Success Foundation while diversifying your portfolio and/or securing a stream of income

How gifts of stock work:

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to the College Success Foundation.
  • The College Success Foundation sells your securities and uses the proceeds to support the program or purpose you have chosen.

Benefits:

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer.

Please note: This is not professional tax or legal advice. Please consult with a tax, financial or legal advisor.