St. Cloud State University Foundation

Gifts of Securities

Gifts of securities often confer significant tax benefits on a donor. For example, contributions of appreciated securities held for over a year are generally deductible at market value, regardless of what the donor paid for them; moreover, the capital gains tax is avoided through such a gift.

To Make a Gift of Securities

To notify St. Cloud State of a gift of securities, please contact your Development Officer or Roger Lewis, Director of Finance with complete donor information (name, address, phone number), the name and type of securities to be gifted (public, mutual fund, etc.), the number of shares, and the date you intend to make the gift.

Kevin Gohl
Director of Finance
St. Cloud State University Foundation
Lewis House
kevin.gohl@stcloudstate.edu
(320) 308-4818

Types of Transfers

DTC Transfer of Stock

Physical Delivery

Valuation

Thank you for considering a tax advantaged gift of securities in support of St. Cloud State.

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