Kansas State University Foundation

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KSU Foundation

Gifts of securities or mutual funds

When you donate cash or appreciated securities, it provides an immediate benefit to K-State and the maximum income tax deduction to you.

Gifts of appreciated stock or mutual fund shares that have been held for at least one year qualify for an income tax deduction equal to the current market value of the transferred assets. By transferring these assets directly to the KSU Foundation, you also avoid capital gains tax. For most people, this double tax savings makes a gift of appreciated securities a very cost-effective gift option.

For more information on how to make a gift of securities or mutual funds, download this fact sheet.

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