Gifts of Stock and Mutual Funds
You can contribute appreciated securities that have been held long term. This can be an inexpensive way to support Bucknell. The University benefits from the full current value of these gifts, and neither the University nor you are required to pay capital gains tax.
What kinds of shares should you consider as gifts to Bucknell?
- Shares that pay low dividends.
- Shares you believe have reached their maximum price.
- Shares you want to eliminate from your portfolio for other reasons.