Outright Gift of Appreciated Securities
Receive a Tax Deduction for Using These as Gifts
Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to Gettysburg College. Making a gift of securities or mutual funds to us offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds you have held more than one year to us in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
Securities are most often used to support our work in the form of:
An outright gift. When you donate securities to Gettysburg, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.
Click on the links below to see the additional ways to fund your gift:
- A gift in your will or living trust.
- A donor advised fund.
- A memorial gift.
- An endowed gift.
- A charitable gift annuity.
- A charitable remainder trust.
- A charitable lead trust.
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To make outright gifts of publicly traded stock, please follow these steps:
- Contact a member of College Advancement (1-800-238-5528) to let them know you are making a gift and which broker you are using, which minimizes delays in processing your gift.
- Contact your broker with the details of the securities you wish to transfer, along with contact information for one of these trusted brokers:
c/o Dale Beshore ’10
214 Senate Avenue, 7th Floor
Camp Hill, PA 17011
Account Number: 341-034801
Deposit Trust Company: #0015
c/o David Haight
14 Exchange Place
Jersey City, NJ 07302
Account Number: 82B02229
Deposit Trust Company: #8862
c/o Ryan Claar
22A North 2nd Street
Harrisburg, PA 17101
Account Number: HG36421756
Deposit Trust Company: #0164
If you wish to contribute mutual fund shares, private stock, or other appreciated securities, contact Caitlyn Walters, Director of Gift Planning, at 717.337.6489 or firstname.lastname@example.org.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.