Planned Giving
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Designate & Donate
Gifts of Stock or Appreciated Securities
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to Africa University.
- Africa University sells your securities and uses the proceeds for our programs.
- Use our Stock Transfer Form to facilitate the gift.
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
- You pay no capital gains tax on the transfer when the stock is sold.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
Download a brochure on this topic:
Next
- More detail on gifts of stock and appreciated assets.
- You can use our Stock Transfer Instructions.
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.
The gift planning information presented on this site is intended as general. It is not to be considered tax, legal, or financial advice. Please consult your own personal advisors prior to any decision.
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