Appreciated Securities

Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to UNICEF USA. Making a gift of securities or mutual funds to us offers you the chance to support our work while realizing important benefits for yourself.

When you donate appreciated securities or mutual funds you have held more than one year to UNICEF USA, 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.

Appreciated Securities Securities are most often used to support our work in the form of:

An outright gift. When you donate securities to UNICEF USA, you receive the same income tax savings that you would if you wrote us a check, but with the added benefit of eliminating capital gains taxes on the transfer, which can be as high as 20 percent.

A transfer on death (TOD) account. By placing a TOD designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime.

A gift in your will or living trust. If you aren't ready to give up these assets during your lifetime, a gift of securities through your will or living trust allows you the flexibility to change your mind at any time.

A charitable gift annuity. Funding a gift annuity with appreciated securities or mutual funds provides you with reliable payments for life, allows you to support our work, and offers numerous financial benefits.

A charitable remainder trust. Highly appreciated securities are one of the best ways to fund a charitable remainder trust.

A charitable lead trust. Rapidly appreciating assets such as stocks are a great way to fund a charitable lead trust.

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Next Steps

  1. Contact Karen Metzger at (866) 486-4233 or for additional information.
  2. Seek the advice of your financial or legal advisor.
  3. If you include UNICEF USA in your plans, please use our legal name and Federal Tax ID.

Legal Name: UNICEF USA
Address: 125 Maiden Lane, New York, New York 10038
Federal Tax ID Number: 13-1760110

Fast Fact