Gifts of Appreciated Securities

Giving stocks that have increased in value can be better than giving cash.

Donating appreciated securities leverages your giving and allows you to make a bigger impact on students. It also helps you avoid long-term capital gains taxes, gives you an income tax deduction for the full market value of the securities, and may reduce the value of your estate.

Benefits of a Gift of Stock

Tax infograph on the benefits of a gift of stock with an example: Avoid $5k tax on a $10k gift ($2k cost basis)

As always, we encourage you to consult with a trusted financial advisor regarding your particular situation. This scenario is for illustrative purposes only and each individual’s situation may be different.

How to Give

Arranging a transfer is the easiest and most preferred way to give appreciated stock. Be sure to only consider securities you’ve held for at least one year. To transfer shares, provide one of the following accounts to your broker:

Charles Schwab
Account: 6056-8190 DTC: 0164
2423 East Lincoln Drive
Phoenix, AZ 85016

Stifel
Account: 21284023 DTC: 0793
111 South 2nd Street, Ste. 110
Mankato, MN 56001
Attn: Kayla Olsen
507-625-3127 or 800-395-3445

Gift Designations

After the transfer is complete, please contact your Development Officer or Cindy Arndt to ensure your gift is designated for a specific purpose, program, or department.

cynthia.arndt@mnsu.edu
507-389-6829

For paper stock certificates, you may personally deliver the certificates or mail them to the address below.

Contact Information

For additional information about making a stock gift, please contact:

Jodi Bruns

Jodi Bruns
Senior Director of Advancement Services
126 Alumni & Foundation Center
Mankato, MN 56001
507-389-6832 or 800-662-2705
jodi.bruns@mnsu.edu