Gift Planning

Gifts of Stocks, Bonds, and Mutual Funds : Methods of Delivery


Gifts of Mutual Funds


Many of the same tax benefits exist when a donor contributes an interest in a mutual fund. Please be aware that donating mutual funds may take up to four weeks to complete. The process for each fund may be different. For more information on how to give mutual funds, contact your broker, plan administrator, or the Development Office at Clarkson.


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