Making a Gift of Securities
The minimum gift of securities is $500 and offers two tax advantages: The donor avoids capital gains tax on the appreciated value of the securities and may take a charitable deduction on her federal income taxes for the full market value of the security as of the date of transfer to the College. Securities that have been held for one year or more are deductible up to 30 percent of the donor’s adjusted gross income; the balance may be carried forward within the same limitation for up to five years.
Please follow these simple steps to ensure that Bryn Mawr receives your gift and that it is properly credited.
If securities are held with a bank or broker:
You or your broker should contact Ann Diaz-Barriga at 610-526-7380 with the following information:
- name of the stock
- number of shares
- designation of the gift
- broker’s name and phone number (if you are calling)
Ann will give you (or your broker) instructions on how to transfer the shares electronically by DTC wire to Bryn Mawr’s account.
If securities are held by the donor:
If your stock is in certificate form, please mail the following:
- unsigned certificates
- a letter stating what is being given and its designation
- a copy of the letter with an endorsed stock power, signed but left blank (Bryn Mawr will complete it) to:
Director of Alumnae/i and Development Services
Bryn Mawr College, Helfarian
101 North Merion Avenue
Bryn Mawr, PA 19010
To learn more, click here. Thank you for supporting Bryn Mawr with a gift of securities.