Donating appreciated securities, including stocks or bonds through a bequest in your will or trust, is an easy and tax-effective way for you to make a gift to benefit The The University of New Mexico.
A bequest is one of the easiest gifts to make. With the help of an attorney, you can include language in your will or trust specifying a gift of securities, including stocks and bonds be made to the .
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
Please let us know if you have already included as a beneficiary of securities. We would like to thank you and recognize you in the New Horizons Society.