Giving Appreciated Securities and Other Assets

Receive the same tax deduction as if you had given cash, but use stocks or bonds that cost you less than they are currently worth. Your deduction is based on market value, but you incur no capital gains liability on the transfer to us. This is one of the best tax incentives left; we can work with your broker to make a gift of securities simple.

An appreciated asset has particular IRS requirements to meet before you can deduct it as a gift. Call us in advance to discuss your gift. We will work with you to help The Campus School and you take advantage of all the tax benefits the law allows.

Contact The Campus School About Giving Assets