Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

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. St. Bonaventure 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 St. Bonaventure 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.

Contact Us

J. Michael Pressimone, Ed.D.
Vice President for Advancement
St. Bonaventure University
Office: 716-375-2331
3261 West State Road, St. Bonaventure, NY 14778
mpressimone@sbu.edu

 

St. Bonaventure University
ATTN: J. Michael Pressimone, Ed.D.
3261 West State Road
PO Box 2500
St. Bonaventure, NY 14778
Federal Tax ID Number: 16-0743150

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