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Gifts of Stock or Appreciated Securities
If your investment portfolio includes low-yielding, highly appreciated stock or securities that have held for more than one year you may want to consider gifting them to the Arizona-Sonora Desert Museum. Appreciated property can include publicly traded stocks, bonds, mutual funds, closely held stock, commercial property, farms, personal residences or unimproved land.
You may benefit by:
Receiving an income tax deduction for the full market value of the gift as of the date of the transfer;
Paying no capital gains tax on the appreciation of your asset (the difference between your cost basis and current fair market value);
Making a generous charitable gift without reducing your liquid assets
Reducing your exposure to estate taxes
How to make a gift of stocks, bonds, or mutual funds to the Arizona-Sonora Desert Museum:
- Please complete this gift form (PDF), then:
- Send a copy to: Arizona-Sonora Desert Museum, 2021 N Kinney Rd, Tucson, AZ 85743-9719, 520-883-3005, philanthropy@chalakseir.com.
- Forward a copy to your broker to initiate the gift.
- For securities to be delivered via DTC or ACAT transfer, please send to:
FEG Investment Advisors
Attn: OCIO Client Service Team (513-977-4400; OCIO@feg.com)
Fax #: 513-806-2217
DTC#: 0226
Account #: 656-223016
Client Name: Arizona-Sonora Desert Museum - You will receive a formal acknowledgment and tax substantiation upon successful completion of your gift.
- Questions? Please contact Lynnae Wenker at 520-883-3005 or philanthropy@chalakseir.com
- The Federal Tax I.D. number for the Arizona-Sonora Desert Museum is 86-0111675.
How to make a gift of real property to the Arizona-Sonora Desert Museum:
Please contact the Development Office at (520) 883-3005. Prior to acceptance, gifts of property are inspected by the Museum or by an agent acting on its behalf to assess the condition of the property and to ensure that it is appropriate to the mission and resources of the Arizona-Sonora Desert Museum.
