Legacy Giving

Legacy Giving

Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Houghton may keep or sell the securities

Benefits

  • You receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Houghton as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Karl Sisson
Vice President for Advancement and External Engagement
585.567.9558
Karl.sisson@houghton.edu

 

Houghton University
One Willard Avenue
Houghton, NY 14744
Federal Tax ID Number: 16-0743045

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