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Submitted by webtech on Wed, 05/14/2014 - 05:39

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Publicly Traded Securities

STOCK AND/OR BONDS

You make a gift of appreciated securities — stocks, bonds, or mutual funds.
We sell the securities and use the proceeds to support the campus programs you choose.

INCOME TAX DEDUCTION

CAPITAL GAINS TAX BENEFIT*

FLEXIBILITY

INCOME**

You will receive an income tax charitable deduction based on the full fair market value of the securities, provided you have held them for more than a year.
You will not pay capital gains tax at the time of transfer.
You can use appreciated securities to make an outright gift that benefits Berkeley right now or to fund a gift that provides you or a loved one with income for life and benefits Berkeley in the future.
Your income tax charitable deduction is based on the full fair market value of the securities and can be used to offset up to 30% of your adjusted gross income in the year of the gift. Any unused portion of the deduction can be carried forward for an additional five years.

* If you fund a lifetime income gift (e.g. charitable gift annuity or charitable remainder trust)

For more in-depth information, please call one of our experts at 510-642-6300.