Giving Securities


Gifts of securities -- stocks, bonds and mutual funds -- traded on an exchange or other public market may offer you more advantages than cash gifts.

If the securities have appreciated since they were purchased there could be a double benefit in that the full market value may be tax-deductible and you will avoid capital gains tax on the appreciation. The same is true for securities issued by closely held companies, though an appraisal is needed to substantiate gifts valued over $10,000.

If you would like to make a gift of securities, contact James Barrett at or 215.951.1880.

Many employers match charitable gifts made by their employees, retirees and board members. By utilizing your company’s matching gift program, you can double or even triple your gift to the University at no additional cost to you.

Does my employer match?