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. Rose-Hulman Institute of Technology may keep or sell the securities


  • You may 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 Rose-Hulman Institute of Technology 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.

More Information


Cora Griffin Grounds
Assistant Director of Planned Giving
(812) 877-8760 or (812) 229-0618


Rose-Hulman Institute of Technology
Office of Institutional Advancement
5500 Wabash Avenue
Terre Haute, IN 47803


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