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Gifts of Marketable Securities

An outright gift of appreciated marketable securities is one of the most attractive methods of giving. Provided you have owned the securities for more than one year, a gift of listed stocks, bonds or other publicly traded securities entitles you to a charitable income-tax deduction equal to the full market value of the securities; this is calculated by averaging the high and low selling prices on the date of the gift. 

Note: It is very important that your broker notify the Office of Institutional Advancement at 617-559-8764 when stock is being transferred. Your broker should provide us with your name and that of the stock being transferred in order that we can send you an appropriate acknowledgment and tax receipt. Brokerage transfer instructions.

MORE INFORMATION

Office of Institutional Advancement
617-559-8764
Hours:
M-Th, 10 a.m. to 4 p.m.
F, 10 a.m. to noon

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