Securities and Stock header-img

Securities and Stock

Securities and Stock

Avoid Paying Capital Gains Tax While Maximizing Your Charitable Deduction

Donating appreciated stock is a simple way to maximize your giving to The Master’s University while avoiding capital gains tax and claiming the greatest tax deduction possible. By choosing this tax-wise method of giving, you can maximize your backing of The Master’s University in a way that is personally advantageous.

How To Give Appreciated Stock

  1. Contact your broker to initiate the transfer.
  2. Provide TMU’s information and the desired number of shares.
  3. Notify TMU so we can confirm your gift and provide the necessary documentation.

Selling Stock vs. Donating Stock

| Cash Gift | Stock Gift | Purchase (Basis) Value | $6,000 | $6,000 | Current Market Value | $10,000 | $10,000 | Capital Gain | $4,000 | $0 | Capital Gains Tax* | $600 | $0 | Donation | $9,400 | $10,000 | Tax Deduction | $9,400 | $10,000 |

Brokerage Account Info

Charles Schwab and Company Inc 101 Montgomery Street San Francisco, CA 94104 Account #8767-9979 DTC# 0164 Code 40

The Master’s University and Seminary Tax ID# 95-6001907 21726 Placerita Canyon Road, MS #35 Santa Clarita, CA 91321-1200 (661) 259-3540

Contact Us

The Master’s University Office of Development (661) 362-2210 | development@masters.edu


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