Stock Transfer

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to the University of Louisville. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.

Want to talk about making a stock transfer?

Contact Megan Carbello, Director of Development at 502-852-5496 or .

Learn more about making a gift of securities or mutual funds

Find out more