How It Works

• You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to North Carolina State University/College of Agriculture and Life Sciences.
• CALS sells your securities and uses the proceeds for its programs.
• You can use our Stock Transfer Form to facilitate the gift.

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.

The material presented on this Planned Giving website is not offered as legal or tax advice.
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