Gifts of Securities

Minimize tax and maximize gift

Benefits

  • Giving appreciated securities—stocks and bonds—can be tax efficient for the donor.
  • If you make a gift of securities directly to Baylor, you will receive an income tax deduction— and gift credit with Baylor—for the full market value, without paying any capital gains tax.
  • If you were to sell these securities before making the gift, you would have to pay tax on any capital gains.

How to

  • If you own securities in a brokerage account, these shares can easily be electronically transferred to Baylor. Complete and return Baylor’s Stock Transfer Form available at baylor.edu/giving/stock.
  • Please contact us for assistance if you own stock in certificate form.
  • Closely held stock and other securities that are not publicly traded work best when there is a mechanism for Baylor to sell the gifted interest to other shareholders or the corporation itself. For these gifts, the donor must usually obtain an appraisal to claim a tax deduction. Please contact us for assistance.
Download Giving Guide (pdf)

One Bear Place #97026
Waco, Texas 76798-7026
Clifton Robinson Tower - Suite 800

(254) 710-2561