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Appreciated Securities Transfer Giving to Stanford

Appreciated Securities Transfer Giving to Stanford 2025

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The document is a Securities Transfer Request Form for Stanford University, outlining the process for transferring shares from a brokerage account to Stanford's account. It includes instructions for completing the transfer, requirements for notarization or signature guarantees, and contact information for the Gift Securities Team. The form must be signed by the account owner and specifies details about the stock being transferred.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Are donations to universities tax-deductible?

Donating to universities not only supports the growth and development of educational institutions but also provides several tax benefits for donors. Charitable donations to universities are tax-deductible, meaning that donors can claim a deduction on their federal income tax returns for the full value of the donation.

What is the gift of appreciated securities?

A gift of appreciated securities provides significant benefits, including an immediate charitable deduction for the full market value of the stock and avoidance of capital gains taxes that would normally be due upon sale.

Does Stanford accept donations?

Stanford University is able to consider accepting virtually any type of asset and will conduct sufficient due diligence to determine whether or not it is appropriate to accept the particular asset offered. Cash and publicly traded securities. These are the easiest assets to accept.

Does Stanford match charitable donations?

For donors able to commit at least $500,000 (or $250,000 for graduates within the last 15 years), Stanford will match your gift at a ratio of 1:2 (match amount to donor amount). The combined funds create both a current-year scholarship and an endowed scholarship fund in your name.

Is Stanford University a 501(c)(3)?

The university is a tax-exempt entity under section 501(c)3 of the Internal Revenue Code. Under the provisions of the Founding Grant, the Board of Trustees is custodian of the endowment and all the properties of Stanford University.

Is a donation to Stanford tax deductible?

All gifts to Stanford are tax deductible in the United States. There may also be tax benefits for residents of other countries; you can visit Information for International Donors for more details. Bequests and life income gifts may offer significant tax savings.

What is the largest gift to Stanford University?

Stanfords first new school in 70 years will launch this fall as the Stanford Doerr School of Sustainability, recognizing a $1.1 billion gift from John and Ann Doerr, the largest in the universitys history.

What does Stanford look for in transfers?

Stanford Transfer Application Requirements Official college transcripts. Official high school transcripts. ACT or SAT scores (testing optional for 2023-24; beginning in 2025-26, Stanford will reinstate its standardized testing requirement) College report.

Appreciated Securities Transfer Giving to Stanford 2025

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