Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. The University of Alabama may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support The University of Alabama as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Dr. Vance Bristow
Assistant Vice President for Planned Giving
205-348-4770
Vance.bristow@ua.edu

 

The University of Alabama
355 Rose Administration Building, Box 870123
Tuscaloosa, AL 35487
Federal Tax ID Number: 63-6001138

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