By transferring your appreciated securities to Suffolk University, you gain significant tax benefits from your gift to the University, often with little or no effect on your spendable income.

John & Jill E.’s appreciated securities gift

John and Jill E. met as Suffolk undergraduates in 1975. With their 25th anniversary approaching, they decided to make a gift to Suffolk of 2,000 shares of stock in X Company. The couple bought the stock a number of years ago at $3 per share. Since then, the stock’s value has increased three-fold.

With this gift of appreciated securities, John and Jill E. have:

• Received an immediate $18,000 income tax deduction
• Avoided capital gains tax
• Made an $18,000 donation towards Suffolk University’s mission

Please contact the Office of Advancement to learn more about gifts of appreciated securities.