Securities or Mutual Funds Securities such as stocks, bonds, and mutual funds make wonderful gifts and the procedure for donating them is simple. The best part about gifts of securities and mutual funds is that the tax savings to the donor can be significant. Selling securities or mutual funds that have appreciated in value generally results in long-term capital gains tax if the securities have been owned for more than 12 months. Also available online is our Irrevocable Stock Power Form which can be downloaded for your convenience. Matching Gifts You can increase the impact of your gift to JFKU by having your employer match your contribution.
Some companies even match gifts made by employees' spouses.
These gifts are a crucial source of income for the University. As these needs unfold, planned giving is a technique that can maximize the tax benefits of your charitable giving while allowing you to make a gift that you may not have thought possible. Through a planned gift, you can achieve your goals for JFKU while enhancing your financial plans and security for the future.