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 on the PDF copy of this year's issue. For more information or to make a gift of appreciated securities, please contact stocktransfer@georgetown.edu.