Gifts of Stocks and Bonds: A Smart Way to Give Back
Donating appreciated securities, such as stocks or bonds, is a simple and tax-efficient way to make a meaningful gift to Utah Valley University.
Benefits to You:
- Avoid capital gains taxes on the appreciated value of your securities.
- Receive a charitable income tax deduction for the full fair market value of the gift.
- Make a larger impact without affecting your cash flow.
Benefits to UVU:
- Your gift helps students pursue their education, unlock opportunities, and achieve their dreams.
- You support scholarships, academic programs, and initiatives that shape the future of our community.
- Your generosity today helps build a brighter tomorrow for both your financial goals and the students who benefit from your support.
How to make a gift of stocks and bonds
- By electronic transfer—Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to Utah Valley University.
- 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 stocks and bonds
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 stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
