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Gifts of Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to Johns Hopkins.
  • Johns Hopkins sells your securities and uses the proceeds to support the school, division or program you designate.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, up to 30 percent of your adjusted gross income, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer.

Giving appreciated stock could be more beneficial than giving cash.

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