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Stocks, Bonds, Mutual Funds

Gifts of Appreciated Securities

Donating appreciated securities is an excellent way to show your support for Penn State. It may also provide you with significant tax benefits. The information below will help you learn more about how you can make a gift of appreciated securities.

Download the Irrevocable Stock or Bond Power form (PDF).

How to Donate Appreciated Securities

Thank you for considering a gift of securities to Penn State.

Note: Before transferring any securities to Penn State, please contact the Office of Gift Planning. The University must know the name of the stock and the number of shares in advance to ensure proper identification and registration of your gift.

The procedure that you will then follow depends on how the assets are held:

Click here for a few important reminders.

 

For more information on giving to Penn State Mont Alto, please click the appropriate link on the left, or contact the Office of Development at 717-749-6110 or by email at dkc10@psu.edu.