Gifts of Appreciated Securities

In addition, you may be able to deduct up to 30% of your adjusted gross income in the year in which you make your gift and carry over an unused deduction for up to an additional five years.

If you would like to make a gift of stock, your stock broker will need the following information:

William Blair
222 West Adams Street, Chicago, Il 60606
The John Marshall Law School
Endowment Account #GEF-008405
Advisor Tom Salvino: 312.364.8983
Advisor Lori Minyard: 312.364.8829
DTC #0226

How Do I Value My Stock?
John Marshall values your gift of publicly traded securities on the day it is received by the law school. The value of your gift will be the fair-market value at the date of your gift.

Splitting Stock
You can donate fewer shares of stock than the number printed on the stock certificate by requesting your broker to simply split the certificate, with a portion of the shares going to the law school as a tax-deductible donation, and the remainder certified by a new certificate.

Giving Closely Held Stock
You can also give closely held or restricted stock. Please contact the Office of Alumni Relations & Development for more information.

A higher rate, close to ordinary income tax rates, is applied for property held less than a year. A lower rate, which is currently at 15%, is applied for property held more than a year. Please contact us to discuss your intentions further.

How to Make Your Gift
To make a gift of appreciated securities, please contact a staff member in the Office of Alumni Relations & Development by phone at 312.360.2663 or by email at to let the law school know the stock name and the number of shares we may expect.

You may also send an inquiry by mail to:

The John Marshall Law School
Office of Alumni Relations & Development
315 S. Plymouth Court
Chicago, IL 60604

If you are considering making a gift through your IRA, please consult with your tax attorney or account.

We truly appreciate your generosity.

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