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
  2. You receive an income-tax deduction
  3. Valpo may keep or sell the securities

Benefits

  • You receive a federal income-tax deduction
  • You avoid long-term capital-gain tax
  • Your gift will support Valpo

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.

Next Steps

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