SPOTLIGHT ON GIVING
Stocks and Securities
A gift of appreciated stock or securities (bonds, mutual fund shares) has a shared benefit for donors and our College.
By giving stock, you can avoid capital gains taxes that would be due as a result of its sale. Typically, selling an appreciated stock triggers a tax on the realized gain — the difference between what you paid to purchase the stock and its current value. When you make a gift of appreciated stock to Curry and our College sells the stock, the taxable event and the fees are avoided because Curry is tax-exempt as a non-profit institution.
As the donor, you can take a sizeable charitable deduction on your taxes — a deduction that can be used to offset other taxable events. Outright gifts of appreciated stocks or securities are tax deductible at full fair market value if the donor has owned the asset for at least 12 months.
Additional details about stocks and securities are available by contacting Alyssa Samuels in the Office of Institutional Advancement at (617) 333-2981 or giving@curry.edu.
Instructions on how to make gifts of stocks and securities can be found online at:
www.curry.edu/Alumni/Giving+to+Curry/
Ways+of+Giving/Stocks+and+Securities.htm
Matching Gifts
More than 1,000 corporations, foundations, and other organizations match their employees' charitable contributions dollar-for-dollar, 2-to-1, 3-to-1, or even 4-to-1 for each dollar given.
To take advantage of this method of increasing the value of your gift to Curry, you must obtain the appropriate form from your employer and submit it for processing.
It is helpful to notify Curry that there is a matching component to your gift so the college knows that you have initiated the process.
Additional details about matching gifts are available by contacting Alyssa Samuels in the Office of Institutional Advancement at (617) 333-2981, by emailing giving@curry.edu, or on the Curry website at:
www.curry.edu/Alumni/Giving+to+Curry/Matching+Gifts.htm
To see if your company offers a matching gift program, enter your company name online at:
www.curry.edu/special/case.htm |
