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Endowments and Gift and Estate Planning > Gifts Anyone Can Afford > Appreciated Securities



Gifts of Appreciated Securities

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds or mutual fund shares you have owned for one year or more to UNC Asheville Foundation
  • UNC Asheville Foundation sells your securities and uses the proceeds to support its students, or to support the program you wish to gift with your support.

Please let us know if you have already included University of North Carolina Asheville in your estate plan or if you are considering doing so. We would love to hear from you.

Benefits

  • You receive an immediate income-tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers

How do I arrange for a gift of my stock?

What are the tax advantages of a gift of stock?

Will you sell the shares I give you?

Can I give closely held stock that I own?





Make a gift now.

Have a question or concern? We want to help. Please complete the illustration form, and we promise to be back in touch within two business days. Or call Julie Heinitsh, Assistant Vice Chancellor for Planned Giving & Major Gifts, at 828-232-2430, or email jheinits@unca.edu




 

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