Appreciated Securities

Receive a Tax Deduction for Using These as Gifts

Some of the most commonly given gifts are securities and mutual funds that have increased in value and been held for more than one year. Making a gift of your securities or mutual funds offers you the chance to support NU’s learning opportunities for adult students, while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds you have held more than one year to us 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.

Securities are most often used to support our work in two ways:

An outright gift. When you donate securities to NU, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

A transfer on Death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.

Click on the links below to see the additional ways to fund your gift:

*State laws govern POD accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

Next Steps

There are many options for giving to National University, and we can help you decide which method works best for your particular needs:

  1. Contact the Development Office at (858) 642-8807 or development@nu.edu to talk about supporting NU.
  2. Seek the advice of your financial or legal advisor.
  3. If you include NU in your plans, please use our legal name and federal tax ID.

Legal Name: National University
Address: 11255 N. Torrey Pines Road, La Jolla, California 92037
Federal Tax ID Number: 23-7172306