Planned Giving

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How to Complete Your Gift

Here's how to take advantage of charitable giving through a gift of closely held stock.
  1. Let Saint Leo University know of your intentions. Be sure there are no restrictions on the transfer of your stock, and it is debt-free. Once we know your plans for making a gift of closely held stock, we can evaluate it to ensure that we can accept the stock according to our guidelines.
  2. Determine how you would like Saint Leo University to use your gift of closely held stock. Do you have a particular program in mind that you would like to fund with your gift? Or will your gift be unrestricted, enabling us to use the proceeds for our most pressing needs? If you choose to specify the purpose for your gift, please let us know so we can ensure that your intentions can be fulfilled.
  3. Meet with your professional advisors. Discuss your possible tax and financial benefits with your professional advisors to ensure that this gift meets your goals. If the value of your shares is greater than $10,000, you will also need to arrange for a qualified appraisal to document your charitable income tax deduction.
  4. Meet with us to finalize your gift. During this meeting, we will discuss the three steps above and complete any necessary paperwork, including endorsing the stock certificates to us. Finally, let us thank you for your gift!
If you have any questions about these steps or how to begin the process of completing your gift of closely held stock, please contact Dawn Parisi at 352-588-8251 or

Your Next Steps
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.

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University Advancement

PO Box 6665 MC2227
33701 Highway 52
Phone: 352.588.8250  |  352.588.8669