Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. State University of New York at Oneonta Foundation Corporation may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support SUNY Oneonta as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Joanne Tobey
Division of University Advancement
Phone: 607.436.2481
Email: joanne.tobey@oneonta.edu

 

SUNY Oneonta
108 Ravine Parkway, Alumni Hall
Oneonta, NY 13820

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer