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Gifts of Stock or Appreciated Securities

If your investment portfolio includes low-yielding, highly appreciated stock or securities that have held for more than one year you may want to consider gifting them to the Arizona-Sonora Desert Museum. Appreciated property can include publicly traded stocks, bonds, mutual funds, closely held stock, commercial property, farms, personal residences or unimproved land.

You may benefit by:

How to make a gift of securities to the Arizona-Sonora Desert Museum:

To avoid capital gains tax, ask your financial institution to contact Carolyn Carson at (520) 883-3012 or ccarson@desertmuseum.org. Carolyn will provide wire transfer information to the donor or their agent if securities are being wired. All securities will be sold as soon as is reasonably possible. Your entire gift will be tax deductible and is effective immediately upon transfer at the fair market value of the securities on that exact date.

How to make a gift of real property to the Arizona-Sonora Desert Museum:

Please contact the Development Office at (520) 883-3055. Prior to acceptance, gifts of property are inspected by the Museum or by an agent acting on its behalf to assess the condition of the property and to ensure that it is appropriate to the mission and resources of the Arizona-Sonora Desert Museum.

For additional information contact Camille Pons, Development Officer, 520/883-3055, cpons@desertmuseum.org
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