Giving stock to support College of Saint Mary students is a wonderful way to show your support of high-quality education. By using appreciated securities you have owned for more than one year as a donation, you may also lower your taxes:
- Regardless of the original cost of securities, you will receive a federal income tax deduction based on the current fair market value at the time of your donation.
- You will be exempt from paying capital gains taxes on any increase in value-taxes you would pay if you were to sell the securities.
Specific details depend on your investments and the condition of the market, so please check with your financial advisor for advice.
Before the transfer of stock to be received, please complete the following Donor Notification of Pending Stock Gift form. Completing this form will alert Diane Proulx to the pending transfer of stock so your generosity can be properly acknowledged.
If you have any questions, don't hesitate to reach out to Diane at 402-399-2456. You can also visit our planned giving site for further details.