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Gift illustration
·  Complete gift description
·  Is this gift for you?
·  Important reminders
·  Details on securities (stocks, bonds, mutual funds) transfer
·  Securities (stocks, bonds, mutual funds) transfer form
·  Stock power form
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Gifts of Appreciated Securities

How it works

You transfer securities to the University of Pennsylvania.

Penn sells your securities and uses the proceeds for its programs.

Benefits

  • You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.
  • You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Penn later.

For more information

Email us, complete the personal illustration form, or call us at (800) 223-8236 so that we can assist you through every step of the process.


To make a gift of stock online, click here.