Securities, both publicly traded and closely held, bonds, and mutual funds can be used to make a gift to USF. A donor is entitled to a charitable tax deduction equal to the
value of the securities on the date of the gift. USF is able to sell the
securities and employ the proceeds, without reduction by capital gains taxes
because of its status as a non-profit organization.
Stock Gift Procedures and Transfer Forms
If you are already familiar with the instructions on how to transfer stocks to the
university, please select the appropriate transfer form. It is very important
in a DTC transfer to notify a USF Planned Giving officer that the shares
are being transmitted. The Planned Giving officer will then notify our broker that
the transfer is coming and from whom. If we do not know a transfer is being
made, the shares transmitted to the USF account may be held in escrow until the
donor is identified.
If you have
questions about making a gift of stock, please contact us. We can be reached by phone at 415-422-4193 or 415-422-2351.