Asset Transfer Gifts

Stocks, Securities, Real Estate, and Gifts-in-Kind

Giving to the University through an asset transfer is an excellent way to support the mission of Fairfield while providing important benefits to you and your family. An asset transfer gift can be tangible property, such as art or real estate, or a financial product, such as stocks and securities.

Stocks and Securities

Giving appreciated stocks, bonds and mutual funds provides even greater tax benefits than giving cash while offering a meaningful charitable gift to the University. They can be used to support the annual fund or to establish a planned giving arrangement while providing a double benefit to you - avoidance of capital gains taxes and an income tax deduction equal to the fair market value. The easiest way to transfer securities is to do so electronically and then notify us at (203) 254-4000, ext. 3473.

Real Estate

Single-family homes, vacation property, condominiums, office buildings, vacant lots, and land can be used to make an outright gift, establish a retained life estate, or to set up a charitable remainder unitrust to pay you an income for life. The double benefit to you is avoidance of capital gains taxes and the obtaining of a charitable income tax deduction.

Tangible Personal Property

For some donors, art, antiques, rare books, computers, athletic equipment and other personal property can represent some of the most valuable assets with which to make a charitable gift. Because the IRS rules for gifts of tangible personal property are quite different than those for gifts of cash or other types of property, we encourage you to contact us.

For further information about transferring a gift of stock or security to Fairfield University, please contact:

Jessica Colligan
Manager of Constituent Relations
Fairfield University
1073 North Benson Road
Fairfield, CT 06824
(203) 254-4000, ext. 3473

For further information about offering a gift-in-kind or real estate to Fairfield University, please contact:

Lynnette Sodha
Office of Development
Fairfield University
1073 North Benson Road
Fairfield, CT 06824
(203) 254-4000 ext. 2511

Please Note: While Fairfield's Office of Planned Giving is here to help you explore your giving opportunities, you are also encouraged to speak with your financial planner or tax accountant before making a gift to maximize its benefits to you and your family.