Gift of Stocks and Bonds
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to The University of North Carolina at Chapel Hill.
Here are some of the potential benefits:
- Avoid paying capital gains tax.
- Receive a charitable income tax deduction.
- Enjoy possible increased income.
- Further our mission today!
Stock shares can be transferred electronically if you hold them with a brokerage service or you can donate paper shares if you hold them in certificate form. The University has a brokerage account with Wells Fargo Advisors, and you or your broker can obtain specific transfer instructions by calling 919-962-3967 or by email at firstname.lastname@example.org.
Mutual fund shares may also be given to the University. Depending on the mutual fund company, the shares could be transferred into our Wells Fargo brokerage account or may need to be transferred to a University-owned account with the mutual fund company. To determine the best way to transfer these assets, please call 919-962-3967 or email us at email@example.com.