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Gift Planning

Gifts of Appreciated Securities

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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. The University of Rochester may keep or sell the securities

Benefits

  • You 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 the University of Rochester 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

University of Rochester
Office of Trusts, Estates & Gift Planning
Box 278799
Rochester, NY 14627-8799

 

1-800-MELIORA (1-800-635-4672)
Phone: 585-275-8894
Fax: 585-276-1986
E-mail: giftplanning@rochester.edu

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