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You are at: Planned Giving > Gift Options > What to Give > Stocks
You are at: Planned Giving > Gift Options > What to Give > Stocks
With PLANNED GIVING, you can provide long-lasting support for the University of Indianapolis while enjoying financial benefits for yourself
Planned Giving
You are at: Planned Giving > Gift Options > What to Give > Stocks
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to University of Indianapolis.
By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to University of Indianapolis.
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.
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.
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.
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.