Gifts of Securities

Gifts of publicly traded securities that have appreciated in value allow you to claim a charitable deduction for the full market value of the securities on the date the gift is made. You pay no capital gains tax on the appreciation. 

Gifts of stock in closely held corporations may result in substantial tax benefits in the form of charitable deductions and avoidance of capital gains taxes. Closely held securities can be especially attractive in funding charitable remainder trusts or charitable remainder lead trusts. Because special regulations apply to gifts of this kind, we encourage you to consult your tax adviser and the University’s development staff when considering such a gift.

When planning to make an Electronic Stock Transfer to Syracuse University, please notify Advancement Services by calling 315.443.1718 or emailing sudonors@syr.edu. 

When planning to make a Mutual Fund Transfer to Syracuse University, please notify Advancement Services by calling 315.443.1718 or emailing sudonors@syr.edu.

When planning to make a gift of securities to Syracuse University, please notify Advancement Services by calling 315.443.1718 or emailing sudonors@syr.edu.