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 Pomona College.
- Pomona College sells your securities and uses the proceeds to support its students, or to support the program you wish to gift with your support.
Benefits
- 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.
Giving appreciated stock could be more beneficial than giving cash.
Download a brochure on this topic:
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- More detail on gifts of appreciated securities.
- Frequently asked questions on gifts of appreciated securities.
- Contact us so we can assist you through every step.