Gifts of Securities

Gifts of Securities

Gifts of Long-Term Appreciated Securities

Giving a gift of long-term appreciated securities is in most cases more tax advantageous than giving cash. This is because capital gains taxes can be avoided on gifts of long-term appreciated assets. For taxpayers who will not be able to itemize deductions in a given year, gifts of long-term appreciated securities are an especially important tool in their tax reduction tool kit.

Gifts of appreciated securities are a great way to create a Charitable Remainder Trust or a Donor Advised Fund with Notre Dame.

How to Give Securities to Notre Dame

The simplest way to transfer securities, such as stocks, to Notre Dame is through a depository trust company (DTC) transfer. For more information on how to transfer securities or to make a gift of securities, please contact Lisa Kresnak at 574-631-9947 or ekresnak@nd.edu. Please have the following information available when you call:

• The name and type of securities to be gifted (public, restricted, mutual fund, etc.).
• The number of shares you intend to gift.
• The date you intend to make the gift.
• How you would like the gift directed.
• Your name and address.

Complete instructions on making a gift of securities