Gifts of Stock and Appreciated Assets
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Carleton College.
- Carleton sells your securities and uses the proceeds for its programs.
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 when the stock is sold.
- Giving appreciated stock could be more beneficial than giving cash.
Next
- More detail on gifts of stock and appreciated assets.
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.
- Quick Link to a Gift
Gifts Anyone Can Afford
Gifts from Your Will or Trust Gifts of Stock or Appreciated Assets Gifts of Real Estate Gifts of Personal Property Gifts of Retirement PlansGifts That Pay You Income
Charitable Gift Annuity Deferred Gift Annuity Charitable Remainder Annuity Trust Charitable Remainder UnitrustGifts That Protect Your Assets
Retained Life Estate Charitable Bargain Sale Charitable Lead Trust - Features
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