STOCKS AND TRUSTS

Making a gift of securities or mutual funds to the Urbana Parks Foundation offers you the chance to support Urbana Parks while realizing important benefits for yourself.

Stocks

How It Works

  • You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account.
  • You may receive an income-tax deduction.
  • The Foundation may keep or sell the securities.

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities.
  • You may avoid long-term capital-gain tax on any appreciation in the value of the stock.
  • Your gift will support the Foundation as you designate.

Special note: Please consult your tax advisor for more information. You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details. For information please email info@urbanaparksfoundation.org or call (217) 367-1536.

 

Trusts

This type of gift arrangement allows you to direct gifts to the Foundation for a specified period of time and, in turn, you may receive either a charitable deduction now for gifts made in subsequent years or a reduction in gift or estate taxes on property you wish to pass to heirs. Please consult your tax advisor for more information. For information please email info@urbanaparksfoundation.org or call (217) 367-1536.