Gifts of Stock and Appreciated Assets

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Gifts of Stock and Appreciated Assets

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Hobart and William Smith Colleges.
  • HWS sells your securities and uses the proceeds for our programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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Hobart and William Smith Colleges,
Geneva, NY 14456
(315) 781-3000

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Preparing Students to Lead Lives of Consequence.