United Ability accepts donations of appreciated securities, such as stocks, providing a tax-efficient way of making your gift.
Gifts of appreciated securities held for more than one year entitle you to a charitable income tax deduction for the fair market value of the securities on the date of the gift.
Additionally, you avoid the capital gains tax that would otherwise be due on the appreciation if the securities were sold.
Please notify us before initiating a stock transfer so we can identify and acknowledge your gift it in a timely manner.
For more information about donations made to United Ability, contact:
Gena Hyatt
Development and Foundation Lead
(205) 944-3907
ghyatt@unitedability.org
To Donate Appreciated Securities:
Contact Justin Mayfield at Osborne & Associates | Merrill Lynch, Pierce, Fenner & Smith
Call (205) 326-9514 to express your intent to donate stocks. Be sure to notify your broker as well, as they will handle the transfer of securities on your behalf.
We are committed to being excellent stewards of the resources entrusted to us, ensuring they are used effectively to provide the highest quality of care to those we serve. Thank you for considering this generous gift.