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 donor's 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
Gifts in kind are non-cash donations which may include works of art, collections, jewelry, rare literary works, boats, motor vehicles, equipment, food, buildings, real estate, machinery, furniture, and other assets only after a review determines the property is either readily marketable or otherwise of benefit to the University. A Gift in Kind Acceptance Form must be submitted to University Advancement, which must approve the gift in kind before the gift is accepted. Required documentation includes a complete description of donated items, the donor’s estimated value and the basis for the valuation, and signatures from the receiving department confirming the desire for the gift and acknowledging any associated costs. All gifts are to be received only with the understanding that the University has complete control and administration in the use of the gift. Questions can be directed to University Advancement at advancement@samford.edu.
