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Gifts of Appreciated Securities or Real Estate

Donors can contribute long-term appreciated stocks, bonds, or real estate.  When you make a gift of appreciated property to the GTU, you will receive a double tax benefit. First, you may deduct the present full fair market value of your gift. Second, you can completely avoid capital gains tax on the property’s appreciation. You can deduct gifts of long-term appreciated securities and real estate up to 30 % of your adjusted gross income, and any excess amount is deductible over the five following years.

To make a gift of stock, please contact the Advancement Office at (510) 649-2531 with your name and the name, number of shares, and approximate value of the securities you are transferring.