Giving

Gift Of Securities

Giving stocks and bonds that have increased in value (and that you have owned for more than one year) provides even greater tax benefits than giving cash.

Not only is the market value of the securities deductible (subject to applicable limitations), but you also avoid paying the capital gains tax on the appreciation.

The value of the securities gift is the median of the high and low market price of the stock or bond on the date of your gift. If your stock is held in custody with a brokerage firm or bank trust department, you can make a direct transfer of the securities from the custodian firm or bank to Texas Lutheran University’s account.

Use our securities transfer instructions form to assist you in the process.

For more information on making any other gifts to Texas Lutheran University please feel free to consult TLU's gift acceptance policy or contact the Development and Alumni Relations Office.

Development & Alumni Relations Office
Texas Lutheran University
1000 West Court Street
Seguin, TX 78155-9952
Phone: 830-372-8030
Fax: 830-372-8036
www.tlu.edu/giving
development@tlu.edu