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Donating Long-Term Appreciated Property

A gift of long-term appreciated assets can be highly beneficial for both you and Saint Elizabeth University. Common examples include publicly traded securities, real estate, and personal property. By donating appreciated assets such as these, you may enjoy several advantages:

  • Immediate Tax Deduction: In the year of your gift, you may claim an income tax charitable deduction for the fair market value of your gift, subject to IRS limitations. You can carry forward any unused deduction for up to five additional years.
  • Avoid Capital Gains Tax: By donating appreciated property, you may avoid capital gains tax on the appreciation, reducing the cost of your gift.
  • Estate Tax Benefits: A gift of appreciated assets may reduce your estate size, potentially lowering the tax on your estate.
  • Immediate Impact on Saint Elizabeth University’s Mission: Your contribution will have an immediate and lasting impact on Saint Elizabeth University and its mission.

Giving Stocks, Securities, and Mutual Funds

When you donate appreciated stocks, bonds, and mutual funds, you can avoid taxes on your capital gains while also taking an income tax deduction for the fair market value of the shares. To maximize these benefits, the IRS requires:

  1. Holding Period: You must have owned the asset for over one year.
  2. Direct Transfer to Saint Elizabeth University: Instead of selling the shares and giving the proceeds, transfer the shares directly to Saint Elizabeth University to avoid capital gains taxes. As a tax-exempt organization, Saint Elizabeth University will not owe taxes when it sells these shares.

Please inform us once you’ve instructed your broker to transfer the shares so we can coordinate accordingly.

Real Estate Donations

You can donate real estate to Saint Elizabeth University. Contact us to learn more about thins giving option.

Donating Personal Property

You may also donate valuable tangible property, such as artwork, antiques, or vehicles. For more information on giving personal property, please contact us.

Consult with Your Advisors

We encourage you to speak with your financial and tax advisors before making a gift. The IRS offers tax incentives for charitable giving, enabling you to support a cause you value while potentially reducing your tax burden.

Thank you for considering a generous gift to help sustain Saint Elizabeth University.

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Saint Elizabeth University admits students of any race, color, national and ethnic origin to all the rights, privileges, programs, and activities generally accorded or made available to students at the school. It does not discriminate on the basis of race, color, national and ethnic origin in administration of its educational policies, admissions policies, scholarship and loan programs, and athletic and other school-administered programs. Saint Elizabeth University is also an equal opportunity employer. It does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.

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