Gifts of Appreciated Securities

A $5,000 cash gift and a gift of $5,000 in appreciated securities both generate the same charitable deduction. But if you use publicly-traded stocks or bonds to make your gift, you will receive an additional tax benefit: the IRS allows you to make your transfer to Orange Coast College without recognizing capital gains on the appreciation. You can thus leverage a larger donation than you could make with cash -- and receive a larger tax deduction -- by "buying low and giving high."

Your gift of securities is valued as of the day it reaches our account if your broker transfers them electronically, or the postmark date if you mail the shares. Your gift value is the average of the high and the low prices for the securities on that date.

  • To learn more about giving stocks or bonds to Orange Coast College, email Tabatha Wilson, complete the personal illustration form, or call 714-432-5707 so that we can assist you.

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