Gifts of Appreciated Securities

 

President Wollman granting degree

A gift of securities can help you achieve your philanthropic goals and satisfy your tax needs. For securities held longer than a year, donors can deduct the entire full market value of the shares regardless of cost basis (up to 30% of the donors' annual income), and avoid paying capital gains taxes.

To make a gift of appreciated securities, please contact Widener's office of Development and Alumni Engagement for information including our Depository Trust Corporation (DTC) number and brokerage information.  You may also call 610-499-4486 or 1-888-WIDENER during normal business hours.

Widener recommends that you consult with your preferred tax professional for all significant gifts.