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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:
Steve Arden
Accounting Manager for Revenue
steve.arden@uafoundation.org
(520) 621-5695