Gifts of Appreciated Securities

How It Works

1. You can send unendorsed stock certificates by registered mail, instruct your broker to make the transfer from your account to our account, or use our easy online tool to begin the process.
2. You receive an income-tax deduction
3. PLU 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 PLU 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.

More Information