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  • Home
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  • Gifts of Appreciated Securities

Gifts of Appreciated Securities

Diagram Description

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Marist may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Marist as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

 

Request an eBrochure

Request an eBrochure with more information about this gift.

Which Gift Is Right for You?

Find out which gifts match you best with our Life Stage Gift Planner™.

Contact Us

Tom Burnham
Director of Gift and Legacy Planning
845-575-3942
Email: Tom.Burnham@marist.edu

Marist College
3399 North Road
Fontaine Hall 018
Poughkeepsie, NY 12601

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  • Gift and Legacy Planning
  • How to Give
    • Gifts by Will
    • Beneficiary Designations
    • Gifts That Pay You Income
    • Gifts That Protect Your Assets
    • Gifts from Retirement Plans
    • Gifts by Estate Note
  • What to Give
    • Gifts of Cash, Checks, and Credit Cards
    • Beneficiary Designations
    • Gifts of Appreciated Securities
    • Gifts from Retirement Plans
    • Gifts of Life Insurance
    • Tangible Personal Property
    • Gifts of Real Estate
    • Closely Held Business Stock
  • Marist Legacy Society
    • Scholarships
    • Donor Impact Stories
    • Student and Alumni Stories
  • Resources
    • How Do We Use Your Gifts?
    • Gift Intention Form
    • Bequest Language
    • Compare Gift Options
    • Life Stage Gift Planner™
    • Blog
    • Glossary
  • Contact Us
    • Request a Calculation
    • Newsletter Sign-Up
    • Request eBrochures
Marist University

Marist University, 3399 North Road, Poughkeepsie, NY 12601 | 845.575.3000
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