A Tax-Savvy Way to Benefit from Growing Assets

Appreciated Securities

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to the University of Nebraska Foundation. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to the University of Nebraska Foundation, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%. To make an outright gift of cash, visit nufoundation.org or contact a member of the development team at 402-458-1100.

A beneficiary designation. A brokerage or investment account can be directed to the University of Nebraska Foundation once you, the account owner, pass away. You retain all rights to the funds during your lifetime. You remain in total control and are free to use the money in the account, change the beneficiary or close the account. To complete this gift, simply ask your financial institution for a change in beneficiary form. And if you need help completing the form, don't hesitate to call our gift planning team.

Additional ways to fund your gift:

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Next Steps

  1. Contact a member of the gift planning team at 402-458-1100 or gift.planning@nufoundation.org for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include the University of Nebraska Foundation in your plans, please use our legal name and federal tax ID.

Legal name: University of Nebraska Foundation
Address: 1010 Lincoln Mall, Suite 300, Lincoln, NE 68508
Federal tax ID number: 47-0379839

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