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Gifts Of Securities

Donating securities, such as publicly listed stocks, bonds, or mutual funds to TLU, is an excellent alternative to making a cash donation.

Excellent Alternative to Cash Gifts

Giving stocks and bonds that have increased in value (and that you have owned for more than one year) provide 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.

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