We are always happy to accept a personal check, but the following means of giving may better suit your needs.
Matching Gifts
If your company has a matching gift program, your gift to the Owen School may be doubled or even tripled. Forms are usually available from your human resources department. Complete your portion of the form and send it to us at the address below, and we will do the rest. In some cases a spouse’s company will also match the gift. For more information, write to Vanderbilt Matching Gifts Coordinator, VU Station B #357727, Nashville, Tennessee 37235-7727.
Gifts of Appreciated Securities
There are often significant advantages to donating appreciated securities you have held for one year or longer. Generally, you can take a tax deduction for these transfers at current value on the date of the gift without incurring capital gains liabilities.
For information on transferring gifts of securities, contact the program administrator for stock gifts. Be prepared to state whether securities are held in physical certificate form, in a brokerage account (specify the brokerage firm), or in a mutual fund. For more information, email stockgifts@vanderbilt.edu, call 615.322.4987, or fax 615.343.5367.
Deferred Gifts
Deferred gifts enable you to provide future support to the Owen Graduate School of Management. Such gifts often provide substantial tax and income benefits. Typical deferred gifts are those made through charitable gift annuities, various kinds of charitable trusts, and life insurance policies.
For example, a Charitable Gift Annuity is designed to appeal to a younger donor who has a high current income, can benefit from a current tax deduction, and is interested in augmenting retirement income on a tax-favored basis. This type of gift allows you to make a gift of cash or property and claim the charitable deduction on your income tax return in the year the gift is made. However, in return for the gift, the charitable entity will contractually guarantee to pay you a specified annuity for as long as you live.
For more information on the Charitable Gift Annuity or other deferred gifts, contact the Director of Planning Giving at 615.343.3119.
