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.
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