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Contact:
Christina Posniak
Director of Planned Giving
Tel: (860) 685-2519
Fax: (860) 685-2159
cposniak@wesleyan.edu
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Appreciated Securities
Are you looking to stretch your giving ability?
Giving appreciated stock or bonds to Wesleyan University is usually more advantageous than giving cash. If you give appreciated securities held longer than one year, you can deduct their full fair market value, regardless of what you originally paid for them. Your total deduction is limited to 30% of your adjusted gross income in any year, but you can take any unused deduction over five succeeding tax years. And, you pay no capital gains tax on the donated securities! With these tax savings, the actual cost of your gift is less than if you made a cash gift.
How to give securities (Click
here for a printer-friendly version)
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If You are Transferring Securities From: |
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...Your broker to Wesleyan |
...You to Wesleyan |
| Notify: |
Broker
Wesleyan
Attn: Angela Morgan
Wesleyan University
318 High Street
Middletown, CT 06459
amorgan@wesleyan.edu
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Wesleyan
Attn: Angela Morgan
Wesleyan University
318 High Street
Middletown, CT 06459
amorgan@wesleyan.edu
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| Send: |
- Security NAME
- NUMBER of shares (or $ VALUE) of shares you wish to transfer
- Transfer ADDRESS:
Attn: Richard Gibbons
Wesleyan University
(Acct. No. 5VZ-02103)
Merrill Lynch
213 Court Street
Middletown, CT 06457
(860) 343-8304
- Merrill Lynch's DTC No.: 5198
- Wesleyan's Fed ID No.:
06-0646959
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- Unendorsed Certificates
- Letter with your name, class year, and address by registered mail to:
Angela Morgan (see above).
In a separate envelope:
- Stock Power with only your signature filled in. Each stock certificate requires a separate stock power.
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| Date of Gift: |
Receipt into Wesleyan Account. |
Later of your two envelope postmarks. |
| Valuation: |
Average of reported high and low on date of gift. |
Average of reported high and low on date of gift. |
Trusts and life-income gifts
If you are giving securities to fund a trust or a life-income gift such as a Charitable Remainder Trust or Charitable Gift Annuity, please contact the Office of Planned Giving for special transfer instructions.
WARNING: Consult your legal and tax advisors before making any material decisions based on this information.
Send me a Personal Illustration!
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For more information
E-mail us, complete the Personal Illustration form, or call us at (860) 685-2519 so that we can assist you.
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