Gifts of Stock and Securities

Thank you for your interest in making a gift of appreciated stock to support student success. As the owner of stocks or bonds that have appreciated in value, selling these assets incurs capital gains taxes. Donating these securities is an easy, tax-wise and cost-effective way to make a charitable gift. 

Benefits of Giving Appreciated Stock
  • A charitable tax deduction equal to the full fair market value of the securities at the time of your gift
  • Avoidance of the capital gains tax on the increased value
  • Reduction on the cost of making a gift, when a long or mid-term appreciated stock gift is made
  • Donating securities is easy

Instructions for Transferring Stock Electronically

First, to ensure that your stock gift is promptly recorded and acknowledged for tax purposes, please notify Connie Degneau at (262) 595-2443 or that you will be transferring a gift of stock. Please have the following information available when contacting us:

  • Donor's name
  • Name of stock and number of shares
  • Date of transfer
  • Gift designation

Then instruct your financial institution to transfer your stock using DTC#:2039 to the UW-Parkside Foundation bank account: #760118202. Our tax identification is #39-1522072.

The valuation of the stock for tax purposes will be the average price of the stock on the date we receive the stock. 


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Questions? Contact us at 262-595-2443.