Gifts of appreciated marketable stocks have been considered
the ‘best value’ in charitable giving. When you contribute appreciated
securities that you have held for longer than one year, in addition to a
charitable contribution tax deduction, you are generally able to avoid paying
capital gains tax on the increase in value of the assets.
We liquidate gifts of stock as quickly as
possible to preserve value. The proceeds, minus any broker fees/commissions,
are allocated according to donor direction.
To make your gift, and to ensure that you receive proper
acknowledgement and documentation, please refer to our detailed instructions on
transferring the following types of assets:
We recommend that you consult your tax adviser for more
information regarding the gift tax and income tax results of such gifts as they
apply to your specific situation. The Foundation does not provide donors with
individual tax advice.
If you would like to discuss the potential use of your gift of securities, please contact the University development staff member in your area of interest, email University Advancement or call 541.346.2113.
If you have questions about transferring securities, or need more
information on gifts of mutual funds, bonds or closely-held stock, please
contact Tami Calkin in the Foundation Compliance Department, 541.302.0288.