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Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. Western Illinois University may keep or sell the securities

Benefits

  • You 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 Western Illinois University 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.

 

Contact Us

Clare Thompson
Vice President for Advancement, Alumni Relations, and Athletics; Executive Officer of the Foundation
(309) 298-1808
CA-Thompson4@wiu.edu

 

Foundation and Development
303 Sherman Hall / 1 University Circle
Macomb, IL 61455 USA
Federal Tax ID Number: 37-0910458

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