Giving appreciated securities (publicly traded or closely held), bonds, or mutual fund shares is a superb way to show support for the Morgridge Institute for Research. Gifts of securities may be used to make outright gifts, establish an endowment or support specific institutional priorities.
A gift of appreciated securities may qualify for a charitable tax deduction and may avoid the long-term capital gains tax on the appreciated value of the asset. Stocks or bonds held more than one year that have increased in value may qualify for a deduction equal to the full market value of the gift.
Please consult your tax advisor with questions about the deductibility of these gifts and how it applies to your personal tax situation.