Make a Gift to Georgetown Using Appreciated Securities Using appreciated stock or mutual funds that you have owned for at least one year is an efficient way to realize a charitable tax deduction for the full fair market value of the shares while also avoiding capital gains tax on any appreciation and making a gift to Georgetown. A sample comparison of savings is listed in the chart. For more information or to make a gift of appreciated securities, please contact stocktransfer@georgetown.edu.
cash gift
stock gift
amount
$10,000
$10,000*
charitable tax savings capital gain tax savings net “cost” of your gift
$3,700
$3,700
$0
$1,904
$6,300
$4,396
For more information on charitable giving or estate planning options, contact the Office of Planned Giving at 800-347-8067 or plannedgiving@georgetown.edu.
*Stock with a $2,000 basis and $8,000 in capital gain.
2024 Dates to Remember April 18–21
John Carroll Weekend in Dublin, Ireland
May 31–June 2
Class of 1969, 1974, 1979, 1984, and Magis Undergraduate Reunion
June 1
Undergraduate Reunion Estate Planning Seminar
Office of Planned Giving | 2115 Wisconsin Ave. NW, Suite 500 | Washington, DC 20007 800-347-8067 | plannedgiving@georgetown.edu | giving.georgetown.edu/planned-giving
