Home | Gift Planning | Gifts of Securities: Stocks or Mutual Funds
Your gift of appreciated marketable stocks or mutual fund shares provides significant support for the KU program of your choice. It also may offer you important tax benefits.
Rather than selling your appreciated securities and donating the proceeds, consider transferring them to KU Endowment. This is likely to increase the value of your gift because you will not incur sales expenses and your transfer will not generate a taxable capital gain.
If your securities have decreased in value since you acquired them, it may be to your advantage to sell them, report the capital loss deduction and donate the proceeds.
If you hold highly appreciated but low-yield stocks, consider using them to fund a charitable remainder trust or a charitable gift annuity at KU Endowment. We can convert the stocks to income investments and provide you with a long-term income stream while minimizing your taxable capital gains. To find out more about these life income gifts, contact Jack Schwartz, director of gift planning for the Lawrence campus, at 800.444.4201, or Nell Lucas, senior director of gift planning for the KU Medical Center, at 888.588.5249.
To make your gift, please refer to our detailed instructions on transferring the following types of assets:
We recommend that you consult your tax advisor for more information regarding the gift tax and income tax results of such gifts as they apply to your specific situation. (KU Endowment does not provide donors with individual tax advice.)
If you have questions, please contact Stacy Nuss, the Assistant Treasurer, at 785.832.7419 or toll free at 800.444.4201.