Give smarter and have a bigger impact

If you own stocks, bonds, or mutual funds that have increased in value, consider using these assets to make a gift to your favorite U of M cause. Giving appreciated assets to the University can be more beneficial than giving cash.

Why?

  • You can receive a charitable income tax deduction for the current fair market value of the property, up to 30 percent of your adjusted gross income.
  • You avoid the capital gains tax on the appreciation that would be due upon sale.

You can carry forward any unclaimed portion of the deduction for up to five years, subject to the annual limit. You can also give appreciated stock to fund a gift to the U of M that will pay you or loved ones income for life. For more information, please contact the Office of Gift Planning at [email protected] or 612-624-3333 or 800-775-2187.

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