Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to UNC Charlotte. Many donors choose this type of gift because it allows them to make a meaningful impact while receiving valuable tax benefits.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Support UNC Charlotte today by turning your investment gains into opportunities for students and programs you care about
Gifts of stocks and bonds video
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 UNC Charlotte or fill out our stock transfer notification form on the right
- 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 for security.
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.
