USM Foundation

Gift of Stock/Mutual Fund

Gifts of stocks or mutual funds are an inexpensive and effective way to support our institutions. 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 your tax advisor to understand the potential tax benefits related to stock gifts.

The process for donating mutual funds is different than the process for donating stock. The mutual fund process can take as long as 6-8 weeks. The donor should plan accordingly when making a mutual fund donation at year-end.

Please complete our Gifts of Stock form prior to initiating a stock or mutual fund gift.

Click here to access the form.

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