Gifts of Appreciated Securities


How It Works

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to William & Mary.
  • W & M sells your securities and uses the proceeds to support its students, or to support the program you wish to gift with your support.


  • 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.