Appreciated Securities: 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. Tax-wise gifts also include real estate, personal property, business interests, life insurance, and other assets. For more information, contact our office.
Fund a Planned Gift With Securities
To learn more about funding a planned gift with securities, please contact the FAS Office of Gift Planning by calling 617-496-3205 or by filling out the electronic form.