Office of Gift Planning
M—F, 8:30 a.m.—5 p.m. PST
Lone Mountain Rossi,
San Francisco, CA 94117-1080
"Giving appreciated stock is one of the easiest, most tax-savvy ways of supporting Jesuit higher education at USF. For those who invest in stocks, the proverbial rule for success is... 'Buy low, sell high.' The charitable version of that rule is to 'Buy low, GIVE high.' And that's how Carolyn and I have made our gifts to USF each year."
"We avoided paying the capital gains tax and were able to deduct the full market value of the securities, while supporting a cause we care about, Jesuit education at USF. For us, it's a win-win."
"In recent years our gifts have been directed to USF's Master of Nonprofit Administration program to prepare quality leaders with the necessary skills in the field. Why? Because both Carolyn and I have spent most of our careers — over four decades — managing and consulting to non-profit organizations. Giving appreciated securities is a tax-smart way of supporting USF's MNA program."
Richard '61 and Carolyn Harcourt
We provide this information to illustrate the potential financial benefits of supporting USF. These illustrations should not be viewed as legal, accounting or other professional advice. We encourage our alumni and friends to consult with their own legal and tax advisors before completing a gift.