Appreciated securities and mutual funds are among the most popular assets to donate to Wayne State. These gift options support the great work that we do, while offering tax benefits to you, the donor. If you own shares that have increased in value, making a gift of stock or mutual funds may be an advantageous way for you to support the university.
Reduce your capital gains tax
If you sell your stock or mutual fund shares, you'll incur a federal capital gains tax, depending on how long you've held your shares. Capital gains tax can range from 20% to 37%. But if you donate appreciated securities or mutual funds that you've held for more than one year, you'll receive a reduction or an elimination of capital gains tax.
Make your gift
To support Wayne State today through a gift of appreciated securities or mutual funds, please fill out and submit the Wayne State Stock Gift Form pdf.
For more information, please contact the Office of Gift Processing.