Appreciated Securities

Definition
Gifts of long-term appreciated securities (assets held for more than one year) are one of the most popular types of non-cash gift. The securities are often publicly traded stocks, but may include bonds, mutual fund shares and closely held stock. The securities can be given outright or used to fund a split interest charitable gift such as a charitable gift annuity or a charitable remainder trust. Because of the tax benefits, donors may be able to make these outright gifts in a more cost-efficient manner than they otherwise would by making cash gifts.

For information on how to gift appreciated securities to Clarkson University, please visit these instructions.

In selecting the most appropriate asset to give, donors often choose a stock that has appreciated greatly in value and/or one that the donor can part with in order to adjust his or her investment portfolio. Completing a gift of securities is for the most part, relatively easy to do—particularly if the stock is listed on one of the major exchanges or actively traded over the counter.

You can contact the  Annie Clarkson Society  at 315-268-7778 (toll-free 1-877-928-4438) or e-mail AnnieClarkson@clarkson.edu for further information.

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This web page does not provide legal or financial advice, nor is it a comprehensive review of the topic. You should consult your legal and financial advisors and Clarkson University before making or planning your gift.