Stocks, Bonds, Mutual Funds, and Other Securities

Giving shares of appreciated stock, bonds, mutual funds, and other securities can be an excellent way to make a gift to Brevard College. When you donate securities in lieu of cash, you receive a charitable deduction for their full market value on the date of your gift and you do not pay any capital gains tax on the appreciation in the securities.

If you would like to make a gift of appreciated securities held in an agency account, you may instruct your broker to electronically transfer the shares to Brevard College. Please contact the Institutional Advancement Office at 828-884-8315 for transfer instructions.

In order to donate securities held in your possession, you may sign a stock power and have the signature guaranteed. Any official bank can provide this service for you. Then mail the unsigned certificate and the signed stock power to the College in separate envelopes.

Gifts of closely held stock require additional planning, and may require approval by the College’s Gift Acceptance Committee.