Gift of Stock

Donations of appreciated securities, usually common stock, provide 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 security were sold.

Please notify us before you initiate a stock transfer so we can identify your gift when it is received and acknowledge it in a timely manner.

For more information on gifts of appreciated securities, contact:

Gena Hyatt
Development and Foundation Lead
(205) 944-3907

To Donate Appreciated Securities (Stock):

Contact Justin Mayfield at Osborne & Associates | Merrill Lynch, Pierce, Fenner & Smith
Call (205) 298-7403 to state you wish to donate stock to United Ability and to notify your broker you will be transferring securities.
Contact your broker
To donate stocks, mutual funds, or if you have have questions, please contact Gena Hyatt, Development and Foundation Lead, at (205) 944-3907 or email
Contact United Ability
Please have your broker email the number of shares, the company name, and your name to Gena Hyatt, Development and Foundation Lead,
Depreciated securities (securities worth less than you paid for them) SHOULD NOT be given directly to United Ability. Instead, you should sell the securities to generate a tax-deductible capital loss and give the sale proceeds to United Ability.