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Planned Giving

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. Salve Regina 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 Salve Regina 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

Sandra Anthoine
Assistant Vice President of Development & Planned Giving
sandra.anthoine@salve.edu
401-341-2101

Federal Tax ID Number: 05-0259080

 

Salve Regina University
100 Ochre Point Drive
Newport, RI 02840

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