How can I make a gift using appreciated securities?

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

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

NEXT STEPS

  1. Contact Louis Wright at 470-639-0377 or Louis.Wright@morehouse.edu for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Morehouse in your plans, please use our legal name and federal tax ID.

Legal Name: Morehouse College
Address: 830 Westview Drive SW, Atlanta, GA 30314
Federal Tax ID Number: 58-0566205

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