Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. the LAA may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support the LAA as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

 

Contact Us

Cathy Mostasisa Jordan
Executive Director
415.347.6866
cathy.jordan@lowellalumni.org

Lowell Alumni Association
PO Box 320009
San Francisco, CA 94132

Back

Lowell Alumni Association

Phone: (415) 347-6866

P.O. Box 320009

San Francisco, CA 94132