About gifts of stocks, securities, & mutual funds
Many people choose to give stocks, securities, or mutual funds instead of gifts of cash. Giving appreciated assets like these help you avoid paying capital gains taxes, and can give you an income tax deduction for the full value of the gift, if you’ve had the assets for more than one year.
Give appreciated assets now and enjoy the benefits, or add us as a beneficiary of these assets and eliminate estate and inheritance tax, making the most of your gift.
Benefits
- Gifts of assets can often save you far more on taxes than gifts of cash
- Avoid all capital gains taxes
- Receive an income tax deduction for the value of the assets (if you’ve had them for more than a year)
- Make an immediate impact on our mission
How it works
- Transfer appreciated securities directly to us (and avoid all capital gains taxes).
- Receive a tax receipt for the value of the assets.
- The securities are sold and the funds put directly to use for greatest impact.
Please note: Donor’s instructions to a broker to make a transfer are not sufficient to complete the gift. Please contact the Winthrop University Foundation at (803)323-2229 or wuf@winthrop.edu prior to asset delivery to ensure proper and timely credit of your gift or to coordinate transfer of mutual fund shares. Please consult a tax advisor regarding tax implications of your gift.
Make your gift over the phone, by mail or via a financial advisor
Ask your broker to donate through:
J.P. Morgan Chase Bank, N.A.
DTC number: 902
ACCT name: Winthrop University Foundation Donations
Tax ID#: 23-7378001
ACCT Number: E52316008
We’re here to help you meet your goals!
Our team would be happy to speak with you in confidence about your giving goals, with no obligation.
Name: Debbie Garrick, Ed.D.
Title :Senior Development Officer
Phone: 803-323-3557
Email: garrickd@winthrop.edu
Already included us in your estate plan? Let us know
More ways to make an impact
Gifts in a will or trust
Donations in your will or trust are (by far) the most popular type of planned gift. Learn more, or get help starting your will (for free!).
Beneficiary designations
Gifting assets not covered by your will — like 401(k) or IRA accounts — may help your heirs avoid unwanted taxes, even if you’re below the estate tax threshold.
Gifts that pay you back
Give assets while providing yourself or others with income for a period of time or distributions at a later date.