A Tax-Savvy Way to Benefit From Growing Assets

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

When you donate appreciated securities or mutual funds in support of our mission, 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.

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

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

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

Additional ways to fund your gift:

*State laws govern transfer on death accounts. Please consult with your bank representative or investment advisor if you are considering this gift.

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Visit our free, no-obligation tool to make a statement for Mayo Clinic through your stocks. Our trusted partner, Giving Docs has a safe and secure resource just for you.

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You can make a big difference with just a little effort by including a gift to benefit Mayo Clinic your will or living trust. Learn more in our free kit Transforming Care With a Gift to Mayo Clinic.

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Next Steps

  1. Contact the Mayo Clinic Office of Gift Planning at 800-297-1185 or giftplanning@mayo.edu for additional information on appreciated securities.
  2. Seek the advice of your financial or legal advisor.
  3. If you include Mayo Clinic in your plans, please use our legal name and federal tax ID.

Legal name: Mayo Clinic
Address: 200 First Street SW, Rochester, MN 55905
Federal tax ID number: 41-6011702