ESTATE
PLANNING
Making a planned gift is a wonderful way to show your support and appreciation for George Mason University and its mission while accommodating your own personal, financial, estate planning, and philanthropic goals.
Gifts of Appreciated Securities
How It Works
- You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
- You receive an income-tax deduction
- George Mason University Foundation may keep or sell the securities
Benefits
- You may receive a federal income-tax deduction for the full fair-market value of the securities
- You avoid long-term capital-gain tax on any appreciation in the value of the stock
- Your gift will support George Mason as you designate
Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.
Request an eBrochure
Which Gift Is Right for You?
Contact Us
Aquanetta J. Betts, JD
Director of Planned Giving
(703) 993-6971
mylegacy@gmu.edu
George Mason University Foundation, Inc.
Office of Advancement and Alumni Relations
4400 University Dr., MS 1A3
Fairfax, Virginia 22030
GMU Foundation is a 501(c)(3) nonprofit organization.
Federal EIN / Tax ID#: 54-1603842
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