Help Avila University with a gift of stock or securities
Would you like to contribute to Avila University’s capital campaign this year or support a specific fundraiser or event? If you’ve invested in the stock market, you can potentially make a larger impact by donating appreciated stocks, bonds, or mutual funds, without incurring extra costs.
How to Donate Appreciated Securities
The process for donating stocks or securities to Avila University is straightforward but requires a few additional steps. Here’s how it works:
- If your securities are held electronically, download our Securities Donation form and send it to your brokerage. Additionally, please send a copy to Avila’s Advancement Office at Christopher.hotchkiss@avila.edu.
- If you hold physical certificates, or if you need assistance, please contact Avila’s Advancement Office at (816) 501-3602 to determine the next steps.
Avila will sell your donated securities and direct the proceeds to the program, scholarship, or campaign you’ve designated on the securities donation form.
Failure to include this donation form with your donated stocks/securities will prevent us from knowing how to allocate the funds from your donation, potentially resulting in the funds not being allocated.
Download Securities Donation Form »
Important Information About Donating Stock and Securities
- We cannot accept cash donations through this method.
- We do not hold gifted shares as investments; all donated shares are sold upon receipt.
- If you’re interested in donating shares that remain invested, we encourage you to consider establishing an endowment and to contact us to discuss the options.
Tax Treatment
Donating appreciated stock or mutual fund shares is an effective way to support Avila University, often with less after-tax cost than a cash donation.
- If the assets have been held for more than 12 months and you itemize, you can deduct the fair market value of the securities on the date of the gift.
- You can deduct the donated value up to 30% of your adjusted gross income, with the ability to carry over excess deductions for up to five years.
- You will not be subject to capital gains tax on the appreciated value of the donated securities.
For more details on determining the value of your securities donation, consult IRS publication 561, and as always, we recommend seeking advice from your tax professional to understand how this type of donation may benefit you.