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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 Regis 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 Regis, 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.
A payable on death (POD) account. A POD bank account or certificate of deposit names one or more persons or charities as the beneficiary of all funds once you, the account owner, pass away. The beneficiary you name has no rights to the funds until after your lifetime. Until that time, you remain in control and are free to use the money in the bank account, change the beneficiary, or close the account.
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.
Submit a few details and see which gift is right for you.
Legal name: Regis University (a Colorado non-profit corporation)
Address: 3333 Regis Boulevard, Denver, CO 80221
Federal tax ID number: 84-0402707