Gifts of stocks or mutual funds are an inexpensive and effective way to support the USM Foundation. Stock certificates can be reassigned directly to the Foundation or may be transferred through the donor’s broker. The mean market value of the certificate as of the date of the transfer will determine the value of the gift for tax purposes. It is best to consult with a member of the Foundation staff before making a gift of securities.

Gifts of appreciated securities may be tax deductible, up to 30 percent of your adjusted gross income. The deduction is based on the full fair market value, and capital gains tax is not due when the stock is transferred to the Foundation.

Please fill out the form below if you intend to give a gift of stock. We must know the following information in order to ensure stock is not returned and that the gift is posted to the correct fund.

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