Giving appreciated securities, bonds, or mutual fund shares is a great way to make an impact at the UA
Gifts of appreciated securities can provide special tax advantages including a charitable deduction for the full fair market value of the gift, and the ability to forgo capital gains taxes.
Types of Gifts
Accepted publicly-traded appreciated securities may include:
- Mutual Funds
For more information about gifts of publicly-traded securities, please contact:
Endowment & Investment Accounting Manager