Securities

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:

  • Stocks
  • Bonds
  • Mutual Funds

Learn More

For more information about gifts of publicly-traded securities, please contact: 

Bridget Vergara
Endowment & Investment Accounting Manager
bridget.vergara@uafoundation.org
(520) 621-9064