Our Top Free Resource
This comprehensive estate planning kit helps you protect your family and establish your legacy. FREE!Download My Kit
Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Our Lady of the Lake University. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds 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 the form of:
An outright gift. When you donate securities to OLLU, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20%.
A transfer on death (TOD) account.* By placing a TOD designation on your brokerage or investment account, that account will be paid to one or more persons or charities after your lifetime.
Additional ways to fund your gift:
*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.
Visit our free, no-obligation tool to make a statement for OLLU through your stocks. Our trusted partner, Giving Docs has a safe and secure resource just for you.Free Resource
Submit a few details and see which gift is right for you.
Legal name: Our Lady of the Lake University of San Antonio, Texas
Address: 411 SW 24th Street, San Antonio, TX 78207
Federal tax ID number: Please contact us for our federal tax ID number.