When you make an outright gift to College of Saint Mary, your contribution can be put to work immediately - either providing funding for current programs or creating a reliable source of future income by expanding the University's endowment.
An outright gift may be composed of almost any asset of value:
Appreciated securities, stocks and bonds - also provide considerable tax advantages when transferred to CSM before they are sold. If you have held your securities for more than one year, you may find that your gift will provide a two-fold tax benefit, creating an income-tax deduction as well as helping avoid the capital-gains tax that would have been due on their sale.
How to transfer stocks from a broker's account
- CSM has an account with a major brokerage firm. Have your broker call the CSM Advancement Office for further details and information.
- If stocks are to be delivered by DTC to the university's bank, contact the CSM Advancement Office to have delivery instructions faxed or emailed to your broker or financial advisor.
If you wish to make a gift of physical securities on hand
- Physical stock certificates may be sent by certified mail or overnight express, with endorsement on the back of the certificate(s) exactly as stated on the face of the certificate(s). Do not fill in any other blanks. No stock power is necessary as long as you do not fill in the university's name on the back.
CSM's address in connection with gifts of securities is
College of Saint Mary
7000 Mercy Road
Omaha, NE 68106
Real Estate - including personal residences, second homes, income property and vacant land - offer a wide variety of tax and other benefits.
Personal Property - including rare books, works of art, valuable collectibles, and tangible items of demonstrable value - in some cases may enable you to make a significant gift to support CSM with outstanding tax benefits to you.