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Gift Through Securities

One of the best ways to make a gift to Portland State University is to donate appreciated securities through the PSU Foundation. In most cases, the out-of-pocket cost of your gift is reduced substantially due to the “double” tax benefit you realize when you contribute appreciated securities. First, you are entitled to an income tax charitable deduction for the full fair market value of appreciated securities if they have been held for at least one year (or for your cost basis if they have been held for less than one year). Second, you pay no capital gains tax on the transfer.

Gifts of securities may be made to PSU

Securities should be delivered to your broker for the account of PSU Foundation. If your broker already holds your securities, he/she should be instructed to transfer them irrevocably to our account. Complete the PSU Stock Transfer Form and send a copy to your broker.

Hand Delivery of Stock Certificates

If you hold physical stock certificates, please contact the PSU Foundation. All stock certificates must be signed in the presence of a bank officer. The PSU Foundation can help facilitate the transfer by arranging a meeting time.

Contact us if you have any questions.