Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. The University of Illinois Foundation may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support UIS as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

More Information

Contact Us

Justin Seno
Associate Director of Gift Planning
Office of Gift Planning and Trust Services
University of Illinois Foundation
1305 W. Green Street, MC-386
Urbana, IL 61801
(217) 244-8273 phone
(217) 333-5577 facsimile
jtseno@uif.uillinois.edu

 

University of Illinois Foundation
1305 W. Green Street
Urbana, IL 61801

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