Stock or Mutual Fund Gifts

Thank you for your interest in gifting securities to support Samford University. By donating appreciated stock, you can avoid long-term capital gains tax and deduct the full market value on your tax return. Please be sure to discuss any giving plans with your tax advisor.

To transfer stocks or mutual funds to Samford University, please contact Bo Kerr, Assistant Vice President for University Advancement, at jkerr@samford.edu or 205-726-2139. It is helpful to know the donors name, the amount (dollars or shares), stock name and desired use of funds.

Property

Gifts of donated property, including real estate and in-kind gifts may be immediate or planned gifts. Please be sure to discuss any giving plans with your tax advisor.

Our friendly, knowledgeable team is ready to assist you.

Gifts of Real Estate

Donating a home, farm, or forested property can provide you with many financial benefits while supporting Samford University’s teaching, research, students, and outreach. Benefits may include:

  • Income tax deduction based on the appraised value of the property
  • Avoidance of capital gains taxes
  • Relief from maintenance and other ownership responsibilities
  • Assistance with property sale
  • Immediate or future support for Samford University

These gifts of property may be made outright, as life-income gifts with tax benefits, or with an arrangement where you reserve the right to continue living on the property for your lifetime. Our experts can help you explore the options and create a plan that fits your needs.

Gifts-in-Kind

Contributions of tangible property, may include items such as rare books for the library or specialized equipment for scientific research. If the item(s) meets the needs of a Samford program, donors can realize many rewards including:

  • Tax deduction based on the fair-market value of the item
    • If an appraisal is needed, it should be completed by the donor before the gift is donated to Samford. The University is not responsible for the appraisal.
  • Avoidance of capital gains taxes
  • Seeing a treasured possession advance research and education

Please be sure to discuss any giving plans with your tax advisor.