Home : How to Make a Gift : Securities

Valuing Gifts of Securities | Stocks and Bonds | Closely Held Stock | Mutual Funds

Securities

While many donors commonly make gifts of cash, a growing number are taking advantage of contributing gifts of long-term appreciated securities to support the educational goals of UL.

Advantages of Gifts of Securities

• You receive an income tax deduction based on the market value of the security at the time of the gift.
• You avoid capital gains tax on the appreciated value of the securities.
• You can direct your gift for any purpose at UL.
• You can fund a life income gift and potentially receive a greater income.

Click on the links below for more information.

Valuing Gifts of Securities

How to Make a Gift with Stocks & Bonds

Making a Gift with Closely Held Stock

Gifts from Mutual Funds

Other information regarding gifts of securities:

UL Lafayette Foundation's tax identification number is 72-6023836.

UL Lafayette's legal address in connection with gifts of securities:

UL Lafayette Foundation
P.O. Box 44290
Lafayette, LA 70504

Email David Comeaux for more information.