Office of Development
Planned Giving
Gift of Securities Can Provide Tax Savings
A gift of appreciated securities can provide substantial support to University of St. Francis . By contributing long-term appreciated securities you can deduct the full fair market value-and avoid all capital gains tax!
You may deduct up to 30% of your adjusted gross income for gifts of securities. Additionally, you are allowed a five-year carryover of an "excess" deduction for use in subsequent years.