Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Keck Medicine of USC and/or the Keck School of Medicine may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support Keck Medicine of USC and/or the Keck School of Medicine as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Ludia Chae-Zerrudo
Manager Keck Advancement
213-821-7402
Ludia.Chae-Zerrudo@med.usc.edu

 

Keck Medicine of USC Advancement
University of Southern California
1149 South Hill Street, Suite 360
Los Angeles, CA 90015
Federal Tax ID Number: 95-1642394

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer