BENEFITS

• If you donate to UCLA securities or similar assets that you have owned for more than one year, you are entitled to a charitable income tax deduction based on their current value.
• You also avoid the capital gains tax that you could have paid if you sold the stock.
• Because the value of these assets may have increased significantly over time, your tax savings may be sizable.
• Your charitable income tax deduction can be used to offset up to 30% of your adjusted gross income (AGI) in the year of the gift. Any unused deduction can be carried forward in subsequent tax years, up to 5 additional years.
• Appreciated stocks, bonds or shares may be used to fund a gift arrangement that provides an income stream to you and/or your loved ones for life or a term of years.

HOW IT WORKS

• You can use appreciated securities to make an outright gift or fund a deferred gift in support of any area of UCLA you designate. The UCLA Foundation will sell the appreciated assets and direct the funds according to your instructions.
• If our financial service provider holds the securities or mutual fund shares for your account, you can simply request an electronic transfer to The UCLA Foundation.
• UCLA's Office of Gift Planning can provide guidance for completing this process, including how to specify the exact use of your gift for the department or program of your choice.