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 orĀ 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

A Giving Society

Gifts made through your estate, charitable remainder trusts, and donor advised funds are just a few of the ways to qualify for membership in the Badin Guild, the planned giving gift society. Members of the Badin Guild have access to exclusive events as well as unique opportunities to engage with the campus community.

learn more about membership benefits