Planned Giving
Donate Stocks/Mutual Funds
Be a tax savvy donor.
Click Here For UD Stock Transfer Information
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, receive an income tax deduction, and support the University of Dayton all at the same time?
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.
Do you have stocks that pay low (or no) 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!
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.