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Outright Gifts

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Outright Gifts: Gifts of Stock

A gift of appreciated stock is a tax-wise way to support Manchester University. When you give publicly traded stock or mutual funds, you receive an income tax deduction and you avoid the capital gains tax that you would pay if you sold the stock instead. There are even planning strategies that involve closely held stock or securities where you would realize a capital loss. There are a number of ways that such assets can be used to benefit Manchester students.

Our office can assist you with your planning ideas and can advise you on the appropriate method of transferring your particular shares of stock to the University.

Contact a development officer for more information.

Manchester University account Information for gifts of appreciated stock:

    Morgan Stanley Wealth Management, Claremont, California
    for credit to Manchester University, account number 527-106345-054
    Attention: Hans C. Abenes
    Phone: (800)-830-8727 or (909)-625-9783
    DTC no. 0015