- Welcome to Gift Planning
- How to Give
- Gifts by Will
- Beneficiary Designations
- Gifts That Pay You Income
- Gifts That Protect Your Assets
- Gifts of Retirement-Plan Benefits
- Gifts by Estate Note
- What to Give
- What to Give
- Cash, Checks, and Credit Cards
- Beneficiary Designations
- Gifts of Appreciated Securities
- Gifts of Retirement-Plan Benefits
- Gifts of Life Insurance
- Tangible Personal Property
- Gifts of Real Estate
- Closely Held Business Stock
- Join Our Legacy Society
- Donor Stories
- Gift Intention Form
- Bequest Language
- Life Stage Gift Planner™
- Blog
Gifts of Appreciated Securities
How It Works
- You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
- You receive an income-tax deduction
- UA Foundation may keep or sell the securities
Benefits
- You may receive a federal income-tax deduction for the full fair-market value of the securities
- You avoid long-term capital-gain tax on any appreciation in the value of the stock
- Your gift will support UA Foundation as you designate
Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.
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Contact Us
Harry Need, CFRE
Senior Director of Philanthropic Services
hwneed@alaska.edu
907-786-4840
Tax ID: 23-7394620ANCHORAGE OFFICE
University of Alaska Foundation
1835 Bragaw Street, Suite 249
Anchorage, AK 99508
907-786-1111
foundation@alaska.edu
FAIRBANKS OFFICE
University of Alaska Foundation
2025 Yukon Drive, Suite 208
PO Box 755080
Fairbanks, AK 99775
907-450-8030
foundation@alaska.edu© Pentera, Inc. Planned giving content. All rights reserved.
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