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. Beloit College 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 Beloit College 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.

 

Contact Us

Lara R. Hermann, CFRE
Director of Gift Planning Office of Advancement & Alumni Engagement
608.363.2650
hermannlr@beloit.edu

Beloit College
ATTN: Lara R. Hermann
700 College Street
Beloit, WI 53511
Federal Tax ID Number: 39-0808497    

Back

This site uses cookies to improve your experience. Read our Web Privacy Policy for more information.

Got it! ×