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Gifts of Stock, Mutual Funds and Other Securities

GIFTS OF STOCK, MUTUAL FUNDS
AND OTHER SECURITIES

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You can enjoy multiple benefits when you make a gift of stock, mutual funds or other securities to Maryville University. With an outright stock gift to Maryville, you pay no capital gains tax and receive the full value of the securities at the time you make your gift. Upon receipt of your gift, Maryville sells the securities and uses the proceeds to fund current immediate needs or uses the proceeds for the purpose you designate, such as annual scholarship support. Maryville pays no tax on the sale because the University is a tax-exempt organization.

 

  • Electronic Transfer of Stock
  • Transfer of Stock by Mail
  • Transfer of Stock in Person
  • Gift of Mutual Funds

For more information about how to make a stock gift, please call Mark Roock at 314-529-9674.


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