Gifts of Securities
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Saint Mary's College Notre Dame, IN.
Benefits of gifts of stocks, bonds or mutual funds
- Avoid paying capital gains tax on the sale of appreciated securities
- Receive a charitable income tax deduction
- Further our mission today
How to make a gift of stocks, bonds or mutual funds
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Saint Mary's College Notre Dame, IN.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
More on gifts of stocks, bonds or mutual funds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Contact us
If you have any questions about gifts of stocks, bonds or mutual funds, please contact us. We would be happy to assist you and answer any questions that you have.
