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Gifts of securities such as stock and mutual funds are coordinated by the UT System Office of Development and Gift Planning Services. Please contact the Office of Development and Gift Planning Services at 512-499-4300 for more information.



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Gifts of Stock and Appreciated Assets

Gift of Appreciated Securities Diagram

How It Works

  • You transfer appreciated stocks, bonds, or mutual fund shares you have owned for more than one year to The University of Texas at Dallas.
  • UT Dallas sells your securities and uses the proceeds for its programs.

Benefits

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer, no matter what you originally paid for them.
  • You pay no capital gains tax on the transfer when the stock is sold.
  • Giving appreciated stock could be more beneficial than giving cash.

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