Giving: Cash & Securities
The simplest way to provide us with your support is through a donation of cash or securities.
Cash: Gifts of cash are ordinarily tax deductible up to 50% of your adjusted gross income (AGI) in the year of your contribution (with a five-year carryover for the excess not utilized).
Securities: Securities are the assets most commonly donated. When you donate appreciated securities, you generally do not incur any capital gains tax. You also may be eligible to receive a federal income-tax charitable deduction (up to 30% of your AGI with a five-year carryover) for the securities’ full fair market value if you have held them long term (i.e., for longer than 12 months). If the donated securities were held short term (i.e., 12 months or less), your deduction may not exceed your cost basis. Because a gift of appreciated securities generally avoids capital gains taxes, this type of gift may have a lower after-tax cost to you than an equivalent gift of cash.
In addition to stock, you may donate bonds and mutual fund shares.
If you are considering making a gift of securities, please contact Kristyn Ribera, Stewardship Manager in our Office of Institutional Advancement.