Planned Giving

Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Gustavus may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Gustavus as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Ann Sponberg Peterson '83
Associate Vice President for Advancement
507-933-7543
annpeterson@gustavus.edu

Luke Hanson, MBA, CFRE
Director of Planned and Reunion Giving
Mobile Phone: (612) 400-4074
Campus Phone: (507) 933-7512
lhanso11@gustavus.edu

 

Gustavus Adolphus College
800 West College Avenue
Saint Peter, Minnesota, 56082

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer