Your act of generosity,
our longevity
With planned giving, you can provide long-lasting support for Wittenberg University while enjoying financial benefits for yourself.
With planned giving, you can provide long-lasting support for Wittenberg University while enjoying financial benefits for yourself.
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
You are at: Planned Giving > Gift Options > What to Give > Stocks
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Wittenberg University.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Wittenberg University.
By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.
You are at: Planned Giving > Gift Options > What to Give > Stocks