Planned Giving

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Donate Stocks/Mutual Funds

Be a tax savvy donor.

Donate Stocks

Did you know that donating appreciated securities, including stocks, ETF's, or mutual fund shares directly to the University, is an easy way to avoid capital gains taxes and support the University of Dayton?

Benefits of gifts of securities

  • Avoid paying capital gains tax on the sale of appreciated stock.
  • Receive a charitable income tax deduction.
  • Support University of Dayton students, or another area of the University that you are passionate about.

Transfer Instructions

Contact us

Please contact us when initiating your gift so we can answer your questions, look for the transfer and understand how you want your gift to be used.

Do you have stocks that pay low dividends every year? If so, did you know that you can increase your income and make a gift to the University of Dayton by establishing a charitable remainder trust or a charitable gift annuity? Contact our office at 937-224-4484 or plannedgiving@udayton.edu to learn more!

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CONTACT

University Advancement

1700 South Patterson
Building 5th Floor
300 College Park
Dayton, Ohio 45469 - 7053
937-229-4484
Email
Gifts Through My Will or Trust