Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to University of West Georgia.

Donor makes a gift of stocks or bonds to 博彩平台推荐.

Benefits of gifts of stocks and bonds

• Avoid paying capital gains tax on the sale of appreciated stock
• Receive a charitable income tax deduction
• Further our mission today

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 University of West Georgia.

Please contact Edward Jones and utilize the following information to initiate a stock transfer:

DTC No. 0057
For the account of University of West Georgia Foundation, Inc
Account No. 316-00372-1-8
Contact: Lisa Thomas (770) 832-2141

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.

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.