Gifts of Stock or Appreciated Securities
Take advantage of appreciated securities while avoiding capital gains tax by making a donation of your assets. To begin, complete our Stock Transfer Intention form here to inform us of your gift intention (once we receive the form, an University of Houston-Clear Lake representative will contact you). Next, please contact your broker to initiate the actual transfer.
How It Works
- You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to University of Houston-Clear Lake.
- University of Houston-Clear Lake sells your securities and uses the proceeds for our programs.
Benefits
- You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
- You pay no capital gains tax on the transfer when the stock is sold.
- Giving appreciated stock can be more beneficial than giving cash. The "cost" of your gift is often less than the deduction you gain by making it.
Next
- More detail on gifts of stock and appreciated assets.
- Frequently asked questions on gifts of stock.
- Contact us so we can assist you through every step.
Download Estate Planning Guide
You worked hard to build your wealth, so make sure your plans for it are respected. Download your estate planning guide to get started. We hope you consider University of Houston-Clear Lake in your process.
Contact Us
Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. Consulting with the appropriate professionals can assist you.
Sherrie A. Mueller, Director of Planned Giving
muellersh@uhcl.edu
281-283-2039