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Gifts of securities
One of the most effective ways to support Saint Paul University is to make a gift of shares, securities or mutual funds.
Please complete this form and send it to the Alumni and Development Office to complete your gift.
Saint Paul University will give you an income tax receipt for the market value the day your gift is deposited in our account.
About gifts of securities:
- When investments are converted into cash, the funds are subject to capital gains tax. By making a gift of your listed securities to Saint Paul University, you will pay no capital gains tax.
- Gifts of securities can be deferred if your gift surpasses your annual limit, and be used in the next five years.
- Gifts of securities can help reduce estate taxes in the year of your death, allowing your beneficiaries to receive more upon inheriting.
- Gifts of securities help to reduce the amount of income tax you pay.
