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Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

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. Pacific 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 Pacific 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.

 

Contact Us

Jan Stricklin
Sr. Associate Vice President for Principal & Planned Gifts
jstricklin@pacificu.edu
503-352-2890

Forest Grove Campus
2043 College Way
Forest Grove, OR 97116
Federal Tax ID number: 93-0386892

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