If you own appreciated securities (held more than 12 months), you can benefit in two ways by giving them to Hellenic College and Holy Cross for its charitable purposes:
Remember, however, a gift of appreciated assets may subject a very few taxpayers to the Alternative Minimum Tax and therefore limit the tax benefit available:
Have your stocks decreased in value? They can make a tax-wise gift as well. Sell the shares to establish a "loss," contribute the cash and use the gift as a charitable deduction. The "loss" can be used to offset other gains.
As stated previously, the material in this entire section ("Giving Opportunities") of our website is designed to furnish our alumni and friends with general information. It is not intended as legal or financial advice. When considering a charitable gift, be sure to consult your attorney, professional adviser or accountant to ensure that it meets your individual circumstances. The Office of Institutional Advancement will be happy to assist you and your advisers in developing an approach that will best fit your needs and desires. If you would like further information concerning giving opportunities, please contact the Office of Institutional Advancement, Hellenic College and Holy Cross Greek Orthodox School of Theology, 50 Goddard Avenue, Brookline, MA 02445, (617) 731-3500.