Gifts of Securities

Tax Advantages
Giving appreciated securities is a convenient way to support the Mount while gaining tax advantages.

• You receive an income tax deduction for the full market value on the date of the gift, provided you have owned the securities for more than 12 months.
• Most donors avoid capital-gains tax otherwise due on the sale of the securities.

How to Give Securities
Please contact the Mount’s Development Office (email zusi@msmary.edu or 301-447-5361)
to inform us of:

• The name of the stock and the number of shares
• The purpose of the stock gift (i.e., if you would like to earmark the gift for a specific Mount project)
• Any special instructions concerning selling the stock
• How you will be transferring the shares

These procedures will help ensure that your gift is properly recorded and acknowledged by the Mount.