Gifts of Appreciated Securities
How It Works
You transfer securities you have owned for one year or more to The Hotchkiss School.
The Hotchkiss School sells your securities and uses the proceeds for its programs.
- You receive 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 The Hotchkiss School later.