Gifts of Securities and Other Appreciated Assets

Do you you own stocks, bonds, mutual funds or other assets that have increased in value since the time of purchase?

Would you like to make a major contribution on behalf of a specific program or area of need at the hospital - but have not found a cash gift to be the right means for that contribution?

Please consider a gift  of your securities/long-term appreciated assets to the UCH Foundation.  Among the advantages of a this kind of gift: 

• it  is exempt from capital gains taxes and,
• if you itemize, you may claim a charitable income tax deduction equal to the full fair market value of the property at the time of transfer. 

For gifts of property, your gift is fully deductible for up to 30 percent of your adjusted gross income, and like gifts of cash, may be carried forward for up to five years.

Any legacy level gift should be discussed with your financial advisor - however, we welcome the opportunity to discuss how your gift of securities or other appreciated assets will be used to improve health care for our local community - in our hospital.

Please contact Lorna Miller at (813) 615-7886 if you have any questions - or would like to hear how others have made contributions such as this - and how we put those gifts to work for our patients.  If you prefer e-mail, her address is  lmiller@mail.uch.org .

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