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Gifts of Stock

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Donating appreciated securities is an easy and tax-effective way for you to make a gift to the University of Indianapolis.

Benefits of gifts of stock

  • Avoid paying capital gains tax on the sale of stock owned over one year
    • You can donate the same gift value (or larger) at a lower "out of pocket" cost. If you really like a particular stock, you can donate the stock and then use the cash you would have otherwise used to make a charitable gift to buy more of the same stock. This gives you a higher cost basis in the stock, which saves you tax if you eventually sell the stock.
  • Receive a charitable income tax deduction for the full market value of the stock
    • Carry over excess deduction
      • Charitable gifts of appreciated assets may be deducted up to 30 percent of your adjusted gross income (AGI) each year. You can carry over any excess deduction for up to five additional years, but you must take the maximum deduction each year.
    • Make an immediate gift or use to fund a gift that pays you income.

    How to make a gift of stock and bonds

    Football players sprinting across the field during a game.

    Stock Transfer Notification Form

    If you plan to transfer a gift of stock to UIndy, please fill out our notification form.

    Security Gifts Held Electronically

    To give stock and other securities held electronically, please follow these steps:

    1. Complete our Stock Transfer Information Form.
      • This form allows us to correctly identify your gift when the stock hits our account. We will follow your designation instructions and ensure your gift gets to the correct account(s). A completed form helps us provide you with a receipt for your gift.
    2. Forward the information below to your broker.
      (Or, if you prefer, you can contact us directly, we are happy to assist you with your gift.)
      • DTC Number: 0015
        Account Number: 337-137168
        Account Name: University of Indianapolis
    3. If your broker would like additional information:
      • Broker: John Duffy, 317-818-7378 or Caryn Wilkinson 317-818-7388
        Fax: 317-536-3056
        Morgan Stanley Wealth Management
        Suite 400, 800 E. 96th Street
        Indianapolis, IN 46240

    Stock Gifts in Certificate Form

    Security transfers have strict government regulations. If you would like to give stock in certificate form, please contact us.

    Gifts of Mutual Funds

    Mutual funds have specific transfer procedures. Special accommodations may need to be made for certain mutual funds. If you would like to give shares of a mutual fund, please contact us.

    Gift Receipt

    There are special rules for valuing a gift of stock. Per IRS Publication 1771, non-profits are instructed not to provide values for gifts of securities. The University of Indianapolis will send you a gift receipt stating the security name, number of shares, and date the stock was received.

    Next Steps:

    Contact UIndy's Office of Gift Planning at 317-791-2553 or [email protected] for additional information about making a gift of securities or to speak with Darcy about which appreciated asset gift is right for you.

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