Gift of Appreciated Securities

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Denison. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to Denison, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.

A beneficiary designation. By creating a beneficiary designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.

Additional ways to fund your gift:

• A gift in your will or living trust.
• A donor advised fund.
• A memorial gift.
• An endowed gift.
• A charitable gift annuity.
• A charitable remainder trust.
• A charitable lead trust.

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

Process

To make a gift of publicly traded stocks or mutual funds via electronic transfer, contact Denison's Office of Gifts and Records (740-587-6603 or gifts@denison.edu) for delivery instructions. (Please note Denison does not publish these delivery instructions in an effort to ensure, prior to transfer, proper identification of the donor transferring the gift, verification of the name of the securities, verification of the appropriate number of shares to be received, and determination of the designation of the gift.)

For mailing physical certificates, send your certificate and stock power separately (for security purposes) to "Office of Gifts and Records, Attn: Arielle Johnson, Denison University, 100 West College Street, Granville, OH 43023." The Office of Gift Planning can supply you with a sample stock power form, stock waiver form, or broker initiation letter.