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Securities
A gift of appreciated securities can be a highly effective way to support the Stanford GSB. Appreciated securities held more than twelve months offer extra tax advantages, such as a charitable income tax deduction (if you itemiize your taxes) and avoidance of capital gains tax (since you may claim a tax deduction for the market value rather than the purchase price for long-term stock).
Simply follow these steps:
- Use our online form [
PDF 18KB] to notify Stanford University of your gift plans. Please call Stanford Management Company at 650.926.0244 with questions.
To view and print the PDF, you'll need Adobe's free Acrobat Reader, downloadable from Adobe's site.
- For your securities gift to count for this calendar year, initiate your securities transfer by 5:00pm on Friday, December 14th. Gifts must be received by Stanford's broker or bank by 5:00 p.m. on Friday, December 28th. Gifts received by this deadline will be acknowledged in the 2008 Report to Investors.
Initiate the transfer with your broker and fax a copy of your letter of instructions to Stanford Management Company at 650.926.0312, or email a copy to stockgifts@smc.stanford.edu.
Our 2008 Fiscal Year: September 1, 2007-August 31, 2008
Thank you!
We will put your gift to work immediately to support the world-class education that prepares future business leaders.