Publicly Traded Securities

Font Size

-A A +A
Read our donor stories.

How It Works

STOCK AND/OR BONDS

  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.

How You Benefit

INCOME TAX DEDUCTION

CAPITAL GAINS TAX BENEFIT*

FLEXIBILITY

INCOME**

  • You will receive an income tax charitable deduction based on the full fair market value of the securities, provided you have held them for more than a year.
  • 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 the gift. Any unused portion of the deduction can be carried forward for an additional five years.

* If you fund a lifetime income gift (e.g. charitable gift annuity or charitable remainder trust)

How to Give

For more in-depth information, please call one of our experts at 800-200-0575.