Gifts of Securities
Gifts of appreciated marketable stocks have been considered the ‘best value’ in charitable giving. When you contribute appreciated securities that you have held for longer than one year, in addition to a charitable contribution tax deduction, you are generally able to avoid paying capital gains tax on the increase in value of the assets.
We liquidate gifts of stock as quickly as possible to preserve value. The proceeds, minus any broker fees/commissions, are allocated according to donor direction.
To make your gift, and to ensure that you receive proper acknowledgement and documentation, please refer to our detailed instructions on transferring the following types of assets:
We recommend that you consult your tax adviser for more information regarding the gift tax and income tax results of such gifts as they apply to your specific situation. The Foundation does not provide donors with individual tax advice.
If you would like to discuss the potential use of your gift of securities, please contact the university development staff member in your area of interest, email University Advancement at firstname.lastname@example.org or call 541.346.2113.
To make a gift via stock, please complete the Stock Transfer Form and provide your broker with the following information:
Charles Schwab & Company, Inc.
Operations: (877) 594-2578
DTC #: 0164
Account Name: University of Oregon Foundation
Account Number: 8992-3607
If you have questions about transferring securities, or need more information on gifts of mutual funds, bonds or closely-held stock, please contact our Stock Gift team at email@example.com or call Administrative Services at 541.302.0300.