Outright gifts of appreciated securities, mutual fund shares, and closely held or restricted stock valued at more than $1,000 both benefit Montclair State and provide you with potential tax advantages.
We urge you to consult your attorney and/or tax advisor and investment professional to determine the specific tax benefits for each gift type.
These gifts offer special tax benefits that can include the elimination of capital gains tax on the appreciated portion of your gift and a federal income tax deduction.
For information on how to make an outright gift of appreciated securities, please contact:
Montclair State University Foundation