Some of the most meaningful gifts are also the most tax-wise. MNUDL offers several smart ways to give, including gifts of appreciated stock, donor-advised fund grants, and qualified distributions from your IRA. These can maximize your impact while minimizing what you owe at tax time. Figuring out which option is right for you doesn’t have to be complicated: an experienced development professional from Augsburg University, MNUDL’s parent institution, is here to walk you through the possibilities, answer your questions, and help you find the approach that fits your goals.

Donor Advised Funds (DAF) and Individual Retirement Arrangement (IRA)

You can recommend a grant to Minnesota Urban Debate League from your Donor Advised Fund or Individual Retirement Arrangement (IRA). Making a gift to MNUDL through these tax-smart methods is easy via our Give to the Max page. Check out these instructions. 

Give to the MNUDL via your DAF or IRA by using this link.

Give stocks and securities

You can make a gift to MNUDL by transferring shares of stock or other securities to Augsburg University, MNUDL’s parent institution.

For securities held by a bank or broker, contact your bank or broker and authorize them to transfer the securities to Augsburg through the University’s account at UBS in Bloomington, using:

• Account Registration: Augsburg University, 2211 Riverside Ave
• Account Number: 7N 29278
• DTC Number: 0221
• Address of Account Holder: 2211 Riverside Ave, Minneapolis, MN 55454
• UBS Contact: Geri Paquette, UBS Financial Services, 8500 Normandale Lake Blvd., Ste. 210, Bloomington, MN 55437-3815, (952) 921-7932, geri.a.paquette@ubs.com

Then, please contact Augsburg’s Institutional Advancement office at giving@augsburg.edu or 612-330-1085, and let them know:

• Your name and address
• The name of the securities and number of shares being transferred
• Any special restrictions on the securities
• That the gift should be designated to the Minnesota Urban Debate League
• Your broker’s name, address, and phone number

Soon after the stock is received in Augsburg’s UBS account, the University sells it and directs the proceeds to MNUDL.

As with any gift of securities, please consult your financial or tax advisor.

Planned Giving

Leave a legacy of empowerment for the next generation of debaters. Augsburg University provides helpful resources for planning your gift tailored to each giving amount, asset type, and your age range on the Augsburg University Planning My Legacy page. For more information, please contact Amy Cram Helwich at cramhe@augsburg.edu or by calling her at 612-359-6467.