Gifts of Appreciated Securities

How It Works

1. You can send unendorsed stock certificates by registered mail, or instruct your broker to make the transfer from your account
2. You receive an income-tax deduction
3. Saint Rose may keep or sell the securities

Benefits

• You receive a federal income-tax deduction
• You avoid long-term capital-gain tax
• Your gift will support Saint Rose

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

Next Steps

• I'd like to see a detailed description of this gift
• I'd like to have a confidential conversation with a gift-planning
  officer about this gift plan or other options

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