Gifts of Stock or Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to The Bryn Mawr School.
  • Bryn Mawr sells your securities and uses the proceeds for our programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

Next


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2019 PlannedGiving.com

Located in Baltimore, Maryland, The Bryn Mawr School is a private all-girls kindergarten, elementary, middle and high school with a coed preschool for ages 2 months through 5 years. Bryn Mawr provides students with exceptional educational opportunities on a beautiful 26-acre campus within the city limits. Inquisitive girls, excellent teaching, strong student-teacher relationships and a clear mission sustain our vibrant school community where girls always come first.