Getting and Giving the Most from Your Assets

May 1, 2023
|   Giving, News
OCU Law outdoor signage

Donating appreciated securities – such as stocks or mutual funds – to Oklahoma City University School of Law is a tax-wise approach to supporting the next generation of servant leaders. You may want to donate to OCU Law using long-term appreciated stocks and mutual funds due to the attractive tax advantages associated with such gifts.

The benefits available to you when making a charitable contribution of stock or mutual funds may include:

  • Avoiding federal and state tax on capital gains
  • Receiving an income tax deduction (federal and most states) for the full market value of the gift if you itemize deductions on your tax return and have held the assets one year or longer
  • Making a larger gift at a lower original cost to you

You can explore other options for appreciated stocks at

You might be Surprised!

What types of noncash assets do you own?

A gift of any of these assets – CDs and money market accounts; real estate such as commercial, rental, farm, and ranch; life insurance policies; tangible personal property such as art, coins, and collectibles; and retirement accounts – may provide you with benefits. Plus, your gift will have an immediate impact on OCU School of Law.

Please contact Law Advancement at 405-208-5174 to learn how you can give and get the most from your assets.