Planned Giving

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Gifts of Stock or Appreciated Securities

Gifts of Stock or Appreciated Securities

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Fontbonne University.
  • Fontbonne sells your securities and uses the proceeds for our programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.

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GDPR Privacy Policy

Privacy Policy

Overall Policy

Thank you for visiting our website. We’re pleased to share our policy regarding the use of information received here. Privacy is a matter of concern to us. We are committed to protecting your privacy and the security of the information that you may provide to us.

Personal Information

We do not track individual users. Your email address or other personal information is not collected unless you provide it on a form, survey or application. We will not sell or otherwise make available any personally identifiable information to any organization not directly affiliated with us. We will comply with legitimate government or legal requests as necessary to protect our organization or to comply with laws.

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Links To Other Sites

Our site contains links to other sites and Internet resources. We are not responsible for the privacy practices or the content of these third-party websites and Internet resources.

Updates To Privacy Policy

We may update the privacy policy periodically, and we encourage visitors to review them on a regular basis.

Last revised: June 2015

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