www.union.plannedgifts.org

Smart gift planning combines charitable intent with cost-efficient planning techniques. Of critical importance is the kind of asset used to fund the gift. Usually, long-term appreciated property can generate the most favorable tax benefits. Reason: Gifts of such property provide a double benefit—a charitable deduction, in most cases, for the full fair-market value of the property—plus avoidance of any potential capital-gain tax.
The chart below illustrates the additional tax savings from a gift of appreciated assets.
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The best way to give securities is to call Bo Pedersen Geel in the Annual Giving Office at 1-518-388-6142. She’ll work with you and your broker to ensure a smooth transfer. Here is some of the information that you may need:
Union College Tax ID# 14-1338580
Charles Schwab Institutional
DTC Clearing # 0164, Code 40
Trustees of Union College Account #3706-3809
Christine Porter
15 Schoen Place
Pittsford, NY 14534
585-267-4905
A great way to avoid capital gains!