Give Smart, Give Stock

Did you know that you can avoid capital gains taxes, take a charitable deduction for the current market value, and make a big impact in the lives of students when donate appreciated securities (including stocks) or mutual funds directly to the nonprofit NAU Foundation?

There are many benefits to donating appreciated securities. We encourage you to talk with your trusted financial advisor or tax attorney when making a decision about how to best donate your stock.

How to make a gift of stock or mutual funds

We’ve made the process very simple and easy for you with an online form.

  1. Fill out the online form below, including the asset, number of shares, length of time held, broker and donor information.
  2. Once complete, you’ll receive an email with further instructions and a pre-filled Letter of Authorization for you to sign and send to your broker to initiate the transfer.
  3. That’s it! You’ll receive a gift-in-kind receipt from iDonate, our partner in processing stock donations, once the transfer is complete.

 

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