Gifts of Stock

A gift of long-term appreciated securities, either publicly traded or from a closely held company, may provide you with greater tax advantages than a gift of cash.

Stock Gift - Tax Benefits Opportunity

Recent record highs in The Dow make this a great time to make a gift of appreciated securities such as stocks to Cardinal Stritch University. 

With the current steady rise in the stock market, many investors are likely to own shares that have substantial gains. There may be significant tax benefits to directly donating these stocks instead of cash.

By transferring appreciated stock directly to Cardinal Stritch University you can double up on tax benefits:

            1) the charitable deduction plus
            2) avoiding tax on the appreciated value of the donated stock.


You want to donate $20,000 to Cardinal Stritch University.

You own $20,000 worth of stock which you purchased for $5,000 five years ago.
If you sold the stock then donated the $20,000 cash, you would receive a $20,000 charitable deduction.

However, you must report the $15,000 capital gain on the stock


The $15,000 gain will be taxed at 15% resulting in a $2,250 loss to taxes.

Alternately, you could donate appreciated stock of approximately $20,000 directly to Cardinal Stritch University. You get the same $20,000 charitable deduction and avoid tax on the capital gain.

It is important to know that you must have held the appreciated stock for more than one year in order to deduct the full market value.

For more information or make a gift of securities, please contact:
Tonya Mantilla at (414) 410-4201 or
Coleen Southwell at (414) 410-4425 or
Lisa Handler at (414) 410-4207 or