Gifts of Stock and Appreciated Assets

 How It Works

• You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to the Harvard Varsity Club.
• The Harvard Varsity Club sells your securities and uses the proceeds for its programs.
• You can use our Stock Transfer Form to facilitate the gift.

• You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• You pay no capital gains tax on the transfer when the stock is sold.
• Giving appreciated stock could be more beneficial than giving cash.

Interested in learning more about the Harvard Varsity Club’s 1886 Society? Contact us.

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