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Gifts of Appreciated Securities
(Is this gift for you?)
A gift of appreciated securities is for you if ...
- You're holding stocks, bonds, or mutual fund shares that have grown in value.
- You want to maximize your deduction without incurring capital gains tax.
- You want to make an outright gift to Yale, or a gift that will first provide lifetime payments to you.
For more information
Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.