Gifts of Appreciated Securities
Giving appreciated securities is a tax-wise way to support Harvard. For securities held longer than one year, you can deduct their full fair market value, regardless of what you originally paid for them. You also avoid paying capital gains tax.
For instructions on how to make a gift of appreciated stock or mutual fund shares, please visit the Giving FAQ page.
Fund a Planned Gift With Securities
To learn more about funding a planned gift with securities, please contact University Planned Giving by calling 800-446-1277 or by filling out the electronic form.