Planned Giving at University of Colorado Foundation
 
Gift Planning

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 ·  Gift illustration
 ·  Complete gift description
 ·  Is this gift for you?
·  Important Reminders
 ·  Details on stock transfer
 ·  Stock transfer form
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Gifts of Appreciated Securities (Important reminders)

DON'T
Don't sell stock first and then give University of Colorado Foundation the proceeds. Even though you are making a gift, the IRS will impose capital gains tax on your sale, eliminating a key tax benefit of this giving technique.

DON'T
Don't contribute securities that have declined in value. The fair-market deduction rule works against you: if you bought the stock for $50,000 and it's now worth $30,000, your charitable deduction will be limited to $30,000. You won't earn a capital loss by making the transfer to us, either.

INSTEAD
Sell the depreciated stock, claim the resulting tax loss as one deduction, then make a deductible cash gift to University of Colorado Foundation with the proceeds.

For more information

Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process.

University of Colorado Foundation
Gift Planning Group
4740 Walnut Street
Boulder,Colorado 80301
(800) 405-9488 | Fax: (303) 541-1397




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