Gifts of Appreciated Securities

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. Bucknell 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 Bucknell 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.

Gifts of securities can be a strategically effective way to support Bucknell. Download and print or share the Stock Transfer Information form with your personal broker. To avoid delays in processing and crediting your gift, please provide the following information to Gift Processing & Data Management as soon as possible at gifts@bucknell.edu or 570-577-3277.

• A copy of the transfer instructions
• Name and address of the donor
• Name of the security
• Number of shares
• Designation of the gift

More Information