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Gifts of Stock

Gifts of appreciated securities and mutual funds can be extremely beneficial -- to both you and the UI Foundation.

Gifts of marketable stocks or mutual fund shares that have appreciated (increased in value) can have an immediate impact on your favorite UI program -- and also create an immediate income tax deduction for you based on the assets' current value. And because there is no capital gains tax when you make the gift, you save on taxes twice.

Learn more about the mechanics of making these gifts:


For More Information

UI Foundation Account Services Coordinator
P.O. Box 4550
Iowa City, IA 52244-4550
Phone: 319-335-3305 or 800-648-6973
Fax: 319-335-2520
Email: stock-gifts@uifoundation.org

 

 
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