Planned Giving

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Gifts of Securities

Making a gift of appreciated securities, such as publicly traded stock or mutual fund, is a simple and tax-efficient way to make a gift to UCI. Note that in order to maximize the tax advantages, it is important that the securities themselves be transferred to UCI instead of selling the shares and donating the proceeds.

Gift of Stock and Bonds
Stocks/Bonds
UCI
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Benefits of gifts of securities

  • Avoid capital gains tax on the appreciated value
  • Receive a charitable income tax deduction based on full FMV of the securities

How to make a gift of securities

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to UCI.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

More on gifts of securities

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Contact us

If you have any questions about gifts of securities, please contact us.

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