For Individuals : Tools for Giving

Cash

An outright gift of cash is the simplest way to support Eller College of Management activities. Checks should be made out to UAF – Eller College, with the specific purpose on the memo line or on the check stub.

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Corporate Matching

Many companies match the charitable contributions of employees. If you work for a matching-gift company, your gift to the Eller College could be worth two, three, or even four times as much.

In most cases, using this benefit is as easy as contacting your human resources office. Typically, all that is required is a short gift validation form mailed in with your paid contribution.

Thousands of potential donation dollars are missed out on each year when match-eligible donors fail to submit company matching forms — so if you are considering making a gift, check with your human resources office about matching opportunities, or browse the UA Foundation’s Matching Gift Search Engine.

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Securities

A gift of long-term appreciated securities (owned for more than 12 months) offers favorable tax benefits, including tax deduction for fair market value at the time of the gift and avoidance of capital gain tax.

Gifts of short-term appreciated securities (owned for 12 months or less) are deductible only in the amount of the cost basis, not the fair market value. Email or call Judy Krautter at The University of Arizona Foundation 520.626.2999 for more information on making a gift of securities to the Eller College.

Note: Gifts of restricted securities or stock in a closely held corporation are subject to review and acceptance by The University of Arizona Foundation.

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Planned and Deferred Gifts

Life Income Plans

A life income plan provides you with income security for the rest of your life and ultimately benefits the Eller College. You will be entitled to an immediate charitable deduction and if you fund the plan with appreciated assets, you can defer the capital gain.

• Calculate how a charitable remainder annuity trust can benefit you.
• Calculate how a charitable remainder unitrust can benefit you.
• Calculate how a charitable gift annuity can benefit you.

Gifts Through Your Estate

Bequests by will or living trust are the most common form of deferred or planned gift. As gifts through estate are a very personal matter, please discuss with your attorney how you can include Eller College in your will or living trust.

Gifts of Insurance Policies

You can designate a life insurance policy you no longer need. To qualify, The University of Arizona Foundation on behalf of the Eller College must become the owner and beneficiary or the irrevocable beneficiary. If the policy is paid up, your tax deduction is usually the cost basis or the replacement value of the policy, whichever is less.

For additional information, contact Debra Rodriguez at 520.621.9954.

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Real Estate

The College and University are grateful for gifts of real estate. Since there are potential risks for the UA Foundation such as marketability, environmental concerns, and hazardous waste problems, the Foundation reviews each gift of real estate closely.

Charitable deductions are determined by a qualified appraisal provided by the donor at the time of the gift transfer. Schedule an appointment to discuss your gift of real estate by calling 520.621.9954.

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In-Kind Gifts

In certain circumstances, The University of Arizona Foundation, on behalf of the Eller College, accepts gifts of tangible personal property such as artwork.

As with gifts of long-term appreciated securities, these in-kind gifts entitle you to a charitable deduction for market value. Please note that you must obtain an independent appraisal to determine fair market value prior to donating an in-kind gift.

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Contact us at 520.621.9954 for information about designing your gift, or pledge your support online now.