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 Hampshire College.
- Hampshire 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.
Contact Us
Institutional Advancement
Hampshire College
893 West Street
Amherst, MA 01002-3359
800.619.4267 (toll free)
413.559.5574 (local)
413.559.6054 (fax)
inst-adv@hampshire.edu
Hampshire College
893 West Street
Amherst, MA 01002-3359
800.619.4267 (toll free)
413.559.5574 (local)
413.559.6054 (fax)
inst-adv@hampshire.edu