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Gifts of Appreciated Securities
(Gift illustration)
How it works
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You transfer securities to Penn. |
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Penn sells your securities and uses the proceeds for the benefit of the Wharton School. |
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 Wharton later.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.