Planned Giving

Gifts of Stock and Appreciated Assets

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    Gifts of Stock and Appreciated Assets

    Gift of Appreciated Securities Diagram

    How It Works

    • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Saint Thomas More Chapel at Yale.
    • The Chapel sells your securities and uses the proceeds for our programs.


    • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
    • You pay no capital gains tax on the transfer when the stock is sold.
    • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.


    The material presented on this Planned Giving website is not offered as legal or tax advice.
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