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gifts of securities

Securities and stocks

Gifts of securities (stocks, bonds) are a great way to support people and programs at UW-Eau Claire. Like cash donations, gifts of securities have an important impact on teaching and learning at the university. However, a gift of long-term appreciated securities (those you have held for one year or longer) can be a preferable way to give. Here’s why:

1. Maximized gift impact: The appreciated value of your securities will have a greater impact on the university than would a cash gift of the amount you originally paid for the securities.

2. Federal tax advantages: When you donate long-term appreciated securities to the UW-Eau Claire Foundation, you will not incur any capital-gain tax on the securities’ appreciation in value. Plus, you can take a charitable income tax deduction of the securities’ full fair market value at the time of your gift. (This deduction is limited to 30 percent of your adjusted gross income. Excess may be carried over for five additional years.)

Read an example of the power of a gift of securities.

Learn how your odd lots of stock can help deserving UW-Eau Claire students.

Find out how to make a gift of securities to the UW-Eau Claire Foundation.

 

 

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