Gift of Appreciated Securities

Overview of Gift of Securities process - details described below.

How It Works    

  1. You transfer long-term held, appreciated securities to Penn Medicine.    
  2. Penn Medicine sells your securities and uses the proceeds for its programs as you direct.

Benefits

  • You receive gift credit and an immediate income tax deduction for the average of the high and the low of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the securities you donate.
  • You can direct your gift to a specific fund or purpose.   
  • You have the satisfaction of making a significant gift now or funding a life-income gift that benefits Penn Medicine later.

Download the University of Pennsylvania Securities Transfer Request Form (PDF)

For More Information

Email us or call us at 215-898-9486.