Securities
Transferring appreciated securities to GCU, such as stocks, bonds, and shares in mutual funds, is an excellent way of giving and can offer you tax savings. You can deduct the full current market value of your holdings on your federal tax return (up to 30 percent of your adjusted gross income with excess deductible over the next five years) and avoid paying the capital gains tax you would incur if you sold them. However, the donated property must be eligible for long-term capital gain treatment.
To avoid paying capital gains tax when making a gift of appreciated securities, it is very important that you do not sell them or send them to a transfer agent. For specific instructions on how to make the transfer, you or your broker should contact the GCU Office of Institutional Advancement at 732.987.2267.
Other Ways to Give
For other ways to give, such as bequests, charitable remainder trusts, charitable lead trusts, retained life estates, or wealth replacement, please go to our Planned Giving section.
Confidentiality Policy
All information concerning donors, including name, address, beneficiaries, nature of estate, amount of bequest, etc., shall be kept strictly confidential by Georgian Court University and its personnel unless the donor grants written permission to use certain information for purposes of referral, testimony, or example.
|