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. Catholic University 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 Catholic University 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.

More Information

Contact Us

Isabel de la Puente
Senior Director of Planned Giving
Phone: 202-319-6914
Email: delapuente@cua.edu

 

The Catholic University of America
Division of University Advancement
620 Michigan Ave., N.E.
Washington, DC 20064

Federal Tax ID Number: 53-0196583

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer