Planned Giving
Gifts of Appreciated Securities
How It Works
- You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
- You receive an income-tax deduction
- Adelphi 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 Adelphi 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.
More Information
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Amy Harrison |
1 South Avenue |
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Amy Harrison
Executive Director of Gift Planning
Executive Director of Gift Planning
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