Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
You receive an income-tax deduction
OU may keep or sell the securities

You may receive a federal income-tax deduction for the full fair-market value of the securities
You avoid long-term capital-gain tax on any appreciation in the value of the stock
Your gift will support OU as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

Request an eBrochure

Which Gift Is Right for You?

Contact Us

Colette O'Connor
Sr. Director of Planned Giving
(248) 370-3698
oconnor@oakland.edu

Oakland University
Office of Planned Giving
John Dodge House
507 Golf View Lane
Rochester, MI 48309
Federal Tax ID Number: 38-1714400