Gifts of Appreciated Securities
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How It Works
You transfer securities you have owned for one year or more to Chestnut Hill College.
Chestnut Hill College sells your securities and uses the proceeds for various purposes.
Benefits
- You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
- You pay no capital gains tax on the securities you donate.
- You can direct your gift to a specific fund or purpose.
- You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Chestnut Hill College later.
More
If are considering making a transfer, it is necessary to fill out this brief form in order to complete the process.
If you would like to learn more about Appreciated Securities, you may e-mail us, call us at 215.248.7089, or complete this brief Information Request form.
Sister Mary Theresa Shevland
Director of Planned Giving
Chestnut Hill College
9601 Germantown Ave.
Philadelphia, PA 19118
Tel: (215) 753-3617
Email: shevlandm@chc.edu
Barbara Reiter
Executive Assistant to Vice President
for Institutional Advancement
Chestnut Hill College
Tel: (215) 248-7085
Email: reiterb@chc.edu