How to Give: Securities

Securities

It is almost always to your advantage to give appreciated securities to the School of Nursing directly rather than selling them and donating the proceeds of the sale. A gift of long-term appreciated securities is exempt from capital gains taxes, currently at a maximum rate of 28 percent. In most cases a donor can claim a charitable income tax deduction equal to the full fair market value of the appreciated securities. The gift is deductible up to 30 percent of the donor's adjusted gross income.

If your stock certificates are held by a bank, a trust, or a broker, either you, your trust officer, or your broker should call the Trust Administration department of the Treasurer’s Office at 215-898-7254.

For more information on making a gift:

Visit Penn's Office of Gift Planning website

Or contact:

Wylie Thomas
Assistant Dean for Development and Alumni Relations
215-898-4841
wthomas@nursing.upenn.edu