Welcome to Gift Planning

Susan Warshany
Director of Gift Planning
518-454-5104

Susan.Warshany@strose.edu


Gifts of Appreciated Securities

 

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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


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