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
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.
Anticipated Transfer Date:
I am unsure of the exact details for this transaction. However, I will follow-up with the UVM Foundation once the decision is made.
I would like to designate my gift
to the following
**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
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
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.