Publically Traded Securities

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  • Stocks and/or Bonds

How it works:

  1. You make a gift of appreciated securities —  stocks, bonds, or mutual funds.
  2. We sell the securities and use the proceeds to support the campus programs you choose.
  • Income

  • Income Tax Deduction

  • Capital GainsTax Benefit

  • Flexibility

How you Benefit:

  • You will receive an income tax charitable deduction based on the full fair market value of the securities.
  • You will not pay capital gains tax at the time of transfer.
  • You can use appreciated securities to make an outright gift that benefits Berkeley right now, or to fund a gift that provides you or a loved one with income for life and benefits Berkeley in the future.
  • Your income tax charitable deduction is based on the full fair market value of the securities and can be used to offset up to 30% of your adjusted gross income in the year of gift. Any unused portion of the deduction can be carried forward for an additional five years.
For more in-depth information, please call one of our experts at 800-200-0575.