Gift Planning Tools

Gifts of Appreciated Securities
(Gift illustration)

How it works

You transfer securities to the West Virginia University Foundation.

The West Virginia University Foundation sells your securities and uses the proceeds to benefit WVU, Potomac State College of WVU, the Mountaineer Athletic Club or West Virginia 4-H, as you specified.

Benefits

• You receive gift credit and an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
• Your gift is deductible up to 30% of your adjusted gross income if you owned the appreciated security for one year or longer. Unused deduction amounts can be carried over for up to five years.
• You can direct your gift to a specific fund or purpose.
• You have the satisfaction of making a significant gift now or funding a life-income gift with the WVU Foundation that benefits you designated entity at a later date.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.

West Virginia University Foundation
One Waterfront Place, 7th Floor
Morgantown, WV 26501
(304) 284-4000