Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Arizona PBS.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to make a gift of stocks and bonds
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Arizona PBS.
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
Contact us
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
Regarding Legal Advice: This suggested bequest language is provided to you for your information and your attorney's use; your will should be prepared by a reputable attorney. We urge you to discuss your estate and tax situation with your attorney to ensure that your bequest meets your personal and financial goals.
The Arizona State University Foundation's tax identification number is 86-6051042.
Office of Estate & Gift Planning
P.O. Box 2260
Tempe, AZ 85280-2260
