Donating appreciated stocks, mutual funds, or bonds is an efficient way to make a gift that can also provide significant tax benefits. Gifts of appreciated securities held for more than a year are generally deductible at market value, regardless of the purchase price, and may allow the donor to bypass capital gains taxes while providing an income tax deduction. Follow this simple three-step process to make a stock gift:
Provide your broker with the following information for transferring securities:
Name of Broker:
Charles Schwab & Co., Inc.
1958 Summit Park Drive, Suite 200
Orlando, FL 32810
0164 Code 40
Name of Account:
NC State University Foundation
When stock gifts are transferred, they arrive without identification. Please complete and return this form to Advancement Services to ensure that your contributions are properly directed.
Have your broker contact Advancement Services when the transfer of securities is complete.
NOTE TO EXECUTORS: If you are transferring securities held by an estate, please contact the Office of Gift Planning at 919-515-5106 or email@example.com to ensure compliance with North Carolina law, as delivery instructions may differ.
Contact NC State Gifts & Records at 919-515-7827 or firstname.lastname@example.org.
Giving through a Donor Advised Fund (DAF) allows you to create your own charitable giving fund, receive immediate tax benefits, and distribute grants from the fund. Learn more about giving through a Donor Advised Fund.