Gifts of Appreciated Securities

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. Marymount 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 Marymount 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.

More Information

Contact Us

Dennis Slon
Vice President for Advancement
dslon@marymount.edu

Mike Farrell
Director of Development
703.526.6978
dtalbert@marymount.edu

 

Marymount University
2807 North Glebe Road
Arlington, Virginia 22207

Federal Tax ID Number: 54-0573801

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer