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. Ohio State may keep or sell the securities

Benefits

  • You may 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 Ohio State 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

Office of Estate and Gift Planning
614-292-2183
800-327-7907
giftplan@osu.edu

 

The Ohio State University
1480 West Lane Avenue
Columbus, OH 43221

Back

© Pentera, Inc. Planned giving content. All rights reserved.

66,329 new donors

72,272 alumni donors gave $72M last year

131,000+ donors who have given 10+ years to Ohio State