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Gifts of Appreciated Securities or Mutual Funds

Appreciated securities-an excellent gift

Your gift of appreciated marketable securities to Washington University is an easy and prudent way to gain substantial tax benefits. Most gifts of appreciated securities that you have held long term (more than one year) are fully deductible at fair market value, and you do not incur a tax on unrealized capital gain.

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Wise time to donate securities

Consider a gift of appreciated securities whenever you prefer not to incur capital gains tax, such as in these circumstances:

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Ways to donate appreciated securities

By Phone
If your broker or bank holds your securities:

1. Instruct your bank or broker to transfer your gift of securities to Washington University electronically. To use an electronic transfer, ask your broker to call the Washington University Investment Accounting Department at 314-935-5761 for routing instructions.

2. Write a brief note identifying yourself (name, address, phone number) and describing the number of shares, the name(s) of the stock(s), your broker’s name and phone number, and the School within the University or purpose to which you wish to direct your gift. Mail your note on the same day to:

Gift and Life Income Accountant
Washington University
Campus Box 1004
700 Rosedale Ave.
St. Louis, MO 63112-1408

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Ways to donate appreciated securities (continued)

By Mail:
1. Send your unendorsed stock certificate(s) by registered mail to:

Gift and Life Income Accountant
Washington University
Campus Box 1004
700 Rosedale Ave.
St. Louis, MO 63112-1408

2. In a separate envelope, by regular mail, send to the following address:

Manager, GEI Accounting
Washington University
Campus Box 1004
700 Rosedale Ave.
St. Louis, MO 63112-1408
a. A signed stock power** (one power for each certificate; complete the signature block exactly as the stock is registered) and
b. A brief note identifying yourself (name, address, phone number) and describing the number of shares, the name(s) of the stock(s), and the School within the university or the purpose to which you wish to direct your gift.

Mail both envelopes on the same day. The “date of the gift” is determined by the postmarks.

Please note that the stock power must contain the following phrase:

"For value received, the undersigned hereby, sell, assign, and transfer unto Washington University in St. Louis."

Please feel free to print off a stock power by clicking here

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Ways to donate appreciated securities (continued)

By Hand:
1. Bring your unendorsed stock certificate(s) to:

Gift and Life Income Accountant
Washington University
700 Rosedale Ave.
St. Louis, MO 63112-1408

2. Sign a stock power (one power for each certificate; complete the signature block exactly as the stock is registered). The stock power must contain the following phrase: "For value received, the undersigned hereby sell, assign, and transfer unto Washington University in St. Louis." The "date of gift" is the date you deliver the securities.

3. Bring a brief note identifying yourself (name, address, phone number) and describing the number of shares, the name(s) of the stock(s), and the School within the University or the purpose to which you wish to direct your gift.

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Gifts of mutual funds

Mutual fund shares that have appreciated in value are an excellent charitable gift with tax advantages similar to those from gifts of other appreciated securities. Generally, mutual fund shares must be transferred by the mutual fund company. To make a gift of mutual fund shares, you should ask your mutual fund company to provide you instructions and the forms necessary for making a charitable gift. Please call us at 314-935-5219 or 314-935-4646 if we may be of help to you.

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Other questions?

If you have questions about tax regulations on gifts or appreciated securities, gifts of closely held stock, gifts of mutual funds, or ways to make your gift, please call Donna Battershell at 314-935-5219 or send an e-mail to donna_battershell@notes.wustl.edu

If you wish to use appreciated securities to fund a charitable trust, annuity, or other life income gift, please call the Office of Planned Giving at 1-800-835-3503 or 314-935-5848.

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Multiply your gift

Nearly 1,000 corporate matching gift programs will match gifts of securities made by employees, their spouses, retirees, and directors. Please check with your company’s personnel or public relations office to determine if it will match your gift. If so, please obtain the appropriate form from the company and forward it with your gift.

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Questions?



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