Give Stock

Give Stock

This form allows you to declare your intention to make a stock gift so that we may credit your gift appropriately and in a timely manner. 

Please note: You must contact your broker to initiate the actual transfer.

Once you have completed and submitted this form, a confirmation page will provide complete stock transfer information including the University’s electronic account information. For specific questions, contact us at (888) 458-8691.

Please remember that it may take several days for your broker to complete a transfer of stock in December due to heavy activity at the Depository Trust Company.


Donor Information
First Name:
required
Maiden Last Name:
Last Name:
required
Primary Email:
required
Phone Number:
required
Joint Gift
Spouse Name:
Address Information
Address 1:
required
Address 2:
City:
required
State:
required
Zip:
required
Broker/Stock Information
Brokerage/Financial Institution Name:
Broker/Contact Name:
Broker/Contact Phone #:
Anticipated Transfer Date:
RadDatePicker
RadDatePicker
Open the calendar popup.
Stock Name:
Number of Shares:
I am unsure of the exact details for this transaction. However, I will follow-up with the UVM Foundation once the decision is made.
Gift Selection Information
I would like to designate my gift to the following




Other Designation:

**Special Athletics Gift Information

If you are making a donation to "Victory Club (Athletics)," your gift may be eligible for Victory Club membership benefits as described on the Athletics Web site. Accepting benefits would likely reduce the amount of your charitable deduction for tax purposes under IRS regulations.

Would you like to accept Victory Club membership benefits?

Gift of publicly traded stock certificates
Signed stock certificates are negotiable. Place unsigned stock certificate(s), registered in your name, in an envelope. In a second envelope, place one stock power form for each company represented. Do not complete the form, but sign exactly as your name reads on face of certificate, and obtain a bank medallion signature guarantee. We complete the rest. To obtain stock power forms, contact a brokerage firm or Donna Burke in the Gift Planning office. Mail both envelopes to 411 Main Street, Burlington, VT 05401, attention Donna Burke. IRS states the date of gift and date of valuation is the date of US postmark of the later of the two envelopes, or the date of UVM receipt if a delivery agent is used, such as FedEx or UPS.

Gift of mutual fund shares
A gift of mutual fund shares requires 4-8 weeks to complete. Write a letter of instruction to your mutual fund company or submit a fund transfer authorization, with a copy to Donna Burke at UVM, 411 Main Street, Burlington, VT 05401. The University opens an account with that fund into which the shares are transferred, by way of the letter of authorization. We then sell the shares and close the account. The date of gift and valuation is the day the funds are transferred into the UVM account.

Additional comments regarding designations or more than one stock: (optional)

If it is your intent to make a gift to the University of Vermont as outlined with the information provided above, please submit this form. The confirmation page will contain stock transfer instructions.