Gift Matching & Securities

Gifts of Securities: A Smart Way to Give

Making a gift of appreciated stocks, bonds, or mutual fund shares is a popular and powerful way to support Albertus. By donating securities that have gained value, you can achieve two significant benefits:

• You may be eligible for an income tax deduction at the full value (if owned longer than one year).
• You can avoid paying capital gains tax on the appreciation.

We are grateful for your support through Gifts of Securities. Please contact your tax professional for details on how this may apply to your situation.