Gifts of Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to Exeter
  • Exeter sells your securities and uses the proceeds to support its students, or to support the program you wish to gift with your support.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers

How do I arrange for a gift of my stock?

What are the tax advantages of a gift of stock?

Will you sell the shares I give you?

Can I give closely held stock that I own?