Gifts of Securities

stock market

Gifts of appreciated securities can provide special tax advantages including:

  • A charitable deduction for the full fair market value of the gift and;
  • Avoidance of capital gains taxes.

Accepted appreciated securities include:

  • Stocks
  • Bonds
  • Mutual Funds

How to Donate

The simplest and most efficient way to make a gift of any security is to instruct your broker or banker to transfer the security to The University of Arizona Foundation.

To arrange for a gift, you or your broker may contact:

Brad D. Terry

Associate Vice President
Fiduciary Compliance and Gift Transactions


Bridget Vergara

Accounting Specialist , Fiduciary Compliance and Gift Transactions

Room 402n
(520) 621-2993