Giving gifts of stocks and securities is very simple and can provide even greater tax benefits than a cash gift of equal value. Gifts of long-term appreciated securities (owned for more than one year) provide significant tax advantages. The IRS currently allows you to deduct the full fair market value of the property up to 30 percent of your adjusted gross income for the year. Any amount over that ceiling can be carried forward, up to five years, for future deductions. A gift of stock or other securities is considered made on the day the transfer is completed.

Please notify the Office of Advancement by mailing or faxing a copy of your transfer instructions. This is very important as it allows the gift to be identified when it arrives.

Please contact:

Gina Ehler
Senior Advancement Officer for
Alumni Relations and Annual Giving
gehler@carrollu.edu
262.524.7133
262.524.7646 (fax)