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Gifts of Appreciated Securities
How It Works
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You transfer securities you have owned for one year or more to Holy Family University. |
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Holy Family sells your securities and uses the proceeds for its programs.
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Benefits
- 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 securities you donate.
- You can direct your gift to a specific fund or purpose.
- You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Holy Family later.
More
To learn more about gifts of appreciated securities, Email us, complete the Information Request Form, or call Michael Foley at (215) 637-7700 x.3428 so that we can assist you.
Holy Family University
Institutional Advancement 9801 Frankford Avenue Philadelphia, PA 19114-2009
(215) 637-7700 x.3428 | Fax: (215) 637-2110
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