Stocks & Bonds

One of the best ways to make a gift to the Portland State University Foundation is to donate appreciated securities. In most cases, the out-of-pocket cost of your gift is reduced substantially due to the “double” tax benefit you realize when you contribute appreciated securities. First, you are entitled to an income tax charitable deduction for the full fair market value of appreciated securities if they have been held for at least one year (or for your cost basis if they have been held for less than one year). Second, you pay no capital gains tax on the transfer.

Gifts of securities may be made to PSU in two ways: through your broker, or by hand delivery.

Through Your Broker
Securities should be delivered to your broker for the account of PSU Foundation.
If your broker already holds your securities, he/she should be instructed to transfer them irrevocably to our account.

Complete the PSU Stock Transfer Form, and send one copy to your broker and one copy to the PSU Foundation.

By Hand Delivery of Stock Certificates
If you hold physical stock certificates, please contact the PSU Foundation. All stock certificates must be signed in the presence of a bank officer. The PSU Foundation can help facilitate the transfer by arranging a meeting time. Please contact Becky Hein, PSU Foundation, PO Box 243, Portland, OR 97207, 503-725-5881.