Stocks and Appreciated Assets

Looking for a smarter way to give? Maximize your impact and minimize taxes with a gift of appreciated assets.

Donating stocks, securities, or mutual funds is a tax-smart way to support Brockport. By giving appreciated assets you’ve held for more than one year, you avoid capital gains taxes and may qualify for a full-value income tax deduction—allowing you to give more at no extra cost.

You can also name Brockport as a beneficiary of your stocks, extending your legacy even further. 

How it works:

  1. Reach out to your brokerage firm to instruct them to transfer your appreciated assets to Brockport.
  2. Let us know that a transfer is coming our way.
  3. Receive a tax receipt for the full value of your gift.
  4. Make an immediate impact at Brockport that can support scholarships, student experiences, research, and more.