Securities & Properties

Securities & Property

Cash gifts are easy to make and carry tax benefits, but gifts of stock or other securities may be a more appropriate gift vehicle for your situation. Securities and property may be given directly to the university as annual gifts, or they may be used to establish certain types of planned gifts.

Tangible Property

Real estate, works of art, rare books or stamp and coin collections are just a few types of tangible property that you may give to Butler University. When you make this type of gift, you're entitled to a charitable deduction for gifts of tangible property. In the case of art or antiques, the deduction amount depends on the "related use" and who produced the work.

Stocks and Securities

A gift of stock is valued for tax purposes on the date of transfer. The fair market value of gifts of long-term, capital gain securities or real estate is deductible up to 30% of a donor's adjusted gross income. Any amount in excess may be carried forward for a period of 5 years. Giving securities that have increased in value is a great way to both benefit Butler and bypass the capital gains tax due on a sale.

 

If you would like to make a gift of tangible property or stocks and securities, please contact the Development Department at (937) 376-2946 Ext. 230