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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 Foundation.

Benefits of gifts of stocks and bonds

  • You avoid paying capital gains tax on the growth of the value of your securities
  • You will receive a charitable income tax deduction.
  • You may enjoy possible increased income by using low dividend producing stock to fund a life income gift
  • You will make an impact at Carolina. Further our mission today!

How it works

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 stockgifts@unc.edu.

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 stockgifts@unc.edu . More information can be found here: https://secure.dev.unc.edu/resources/pdf/gift/Securities.pdf

Is a gift of stock or bonds a viable option for you? The Office of Gift Planning can help you think through the issues & your planning options. Please contact us for a free, confidential discussion. We would be happy to assist you and answer your questions.

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