What to Give: Gifts of Stock

Why should I transfer appreciated stock?

A gift of appreciated stock is a very attractive way to give to LIFE.  Not only does your gift enhance the educational opportunities we are able to offer our students, but you may also realize a substantial tax savings.  

A charitable contribution of long-term appreciated securities - i.e. stocks, bonds and/or mutual funds that have realized significant appreciation over time - is one of the most tax-efficient of all ways to give. This method of giving has become increasingly popular in recent years because of two key advantages:

• Any long-term appreciated securities with unrealized gains (meaning they were purchased over a year ago, and have a current value greater than their original cost) may be donated to a public charity and a tax deduction taken for the full fair market value of the securities — up to 30% of the donor's adjusted gross income.
• Since the securities are donated rather than sold, capital gains taxes from selling the securities no longer apply. The more appreciation the securities have, the greater the tax savings will be.

Please consult your tax advisor or financial consultant for more information. 

Information needed to transfer stock:       Particpant #2027
                                                                  Agent Bank ID #94866
                                                                  Wells Fargo Account #45579400 (Life University Inc.)

For questions, please contact:

OFFICE OF ADVANCEMENT
Advancement@LIFE.edu
800-543-3203