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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Southwestern University.

Gift of Stock and Bonds
Charity image

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Southwestern University.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.

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  • #1 Ranked
    Ranked top national liberal arts school in Texas
  • 1,500 Students
    Southwestern has more than 1,500 students enrolled
  • of graduates are employed or accepted to graduate/
    professional school within 10 months of graduating
  • 1/3 Study
    A third of all students study abroad at least once
  • 95% of classes have
    fewer than 29 students
  • Located in Georgetown, Texas, just north of Austin and within a three-hour drive of three of the nation?s 10 largest cities
  • 12:1 Ratio
    The student to faculty ratio is 12 students to 1 faculty
  • 39,000 Hours
    student-volunteer hours given to local agencies
  • 75% of graduates who apply to medical, dental and veterinary school are admitted