Gifts of Appreciated Stock

Donating appreciated stock to Longwood University is a smart and impactful way to support our mission while taking advantage of valuable IRS tax benefits. By giving stock that has grown in value, you can potentially avoid capital gains taxes and receive a charitable deduction for the fair market value of the shares.

Benefits of donating appreciated stock:

• Potentially avoid paying capital gains tax on the increase in value
• Receive a charitable income tax deduction for the full fair market value of the stock
• Preserve your cash flow by making a gift without using cash
• Make a meaningful impact on Longwood while keeping more of your assets working for you
• Simple transfer process through your broker

How to make a gift of appreciated stock

To donate appreciated stock to Longwood University, contact your gift officer or Drew Hudson at hudsonea2@longwood.edu. We will provide the stock transfer instructions your broker needs to ensure the gift follows IRS guidelines.

Appreciated Stock Donation Form (pdf)

Contact us

If you have any questions about making a gift of appreciated stock, please reach out. We are happy to guide you through the process and ensure your gift has the greatest impact possible.