GIFT PLANNING

Securities

Gifts of long-held appreciated securities are a popular alternative to cash gifts. In addition to receiving a charitable income tax deduction for the full market value of your gift, you may also bypass capital gains tax on the appreciation.

How to Make a Gift of Securities to Towson University

If your broker or bank holds your certificates, please inform your financial advisor that you wish to make a gift of securities to Towson. Then, contact the Development Office at 410-704-3375 or toll free at 1-866-301-3375.

You will be asked to provide the name and telephone number of your broker, the name of the securities you wish to transfer and the number of shares, and the purpose or designation of your gift. The university will promptly call your broker with instructions for the transfer of your gift.

If you hold the certificates yourself, please contact the Development Office as outlined above for instructions on how to deliver your certificates and stock powers.

 

The information on this Web site is not intended as legal, tax or investment advice. Please consult an attorney, tax professional or investment professional for such advice.

Office of Development
8000 York Road
Towson, MD 21252-0001

Phone 410-704-3375
Toll free 1-866-301-3375
Contact the Development Office Staff


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