ÀÏÍõÂÛ̳

The minimum gift of securities is $500 and offers two tax advantages: The donor avoids capital gains tax on the appreciated value of the securities and may take a charitable deduction on her federal income taxes for the full market value of the security as of the date of transfer to the College. Securities that have been held for one year or more are deductible up to 30 percent of the donor’s adjusted gross income; the balance may be carried forward within the same limitation for up to five years.

Please follow these simple steps to ensure that ÀÏÍõÂÛ̳ receives your gift and that it is properly credited.

If securities are held with a bank or broker:

You or your broker should contact Ann Diaz-Barriga at 610-526-7380 with the following information:

• name of the stock
• number of shares
• designation of the gift
• broker’s name and phone number (if you are calling)

Ann will give you (or your broker) instructions on how to transfer the shares electronically by DTC wire to ÀÏÍõÂÛ̳’s account.

If securities are held by the donor:

If your stock is in certificate form, please mail the following:

• unsigned certificates
• a letter stating what is being given and its designation
• a copy of the letter with an endorsed stock power, signed but left blank (ÀÏÍõÂÛ̳ will complete it) to:

Ann Diaz-Barriga
Director of Alumnae/i and Development Services
ÀÏÍõÂÛ̳, Helfarian
101 North Merion Avenue
ÀÏÍõÂÛ̳, PA 19010

To learn more, click here. Thank you for supporting ÀÏÍõÂÛ̳ with a gift of securities.