Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

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. Loomis Chaffee 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 Loomis Chaffee 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

Heidi E. V. McCann '93
Associate Director of Development for Gift Planning
860.687.6273
Heidi_McCann@loomis.org

 

Alumni Development Office
The Loomis Chaffee School
4 Batchelder Rd.
Windsor, CT 06095-9987

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