Is This Gift Right for You? 

Profile of a Giver
If you answer yes to each of the following questions, a charitable gift of stock probably meets your needs. If not, we can help you find an option that's a better fit.

  • Do you have securities that you've owned for more than one year and are worth more than you originally paid for them?
  • Do you want to avoid paying taxes on their appreciation?
  • Can you afford to give up ownership of these securities?
  • Would you like to support our mission today?
Quick TipQuick Tip
To realize full tax benefits, make sure the appreciated securities you donate have been owned by you for more than one year.

We Can Help
Contact Lori L. Hoby at (866) 204-8102 or lhoby@willamette.edu with any questions you have about making a gift of stock or other securities to Willamette University. We're happy to help, without obligation.