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Give Stock or Securities

Maximize your impact and your tax benefits by giving appreciated stock to support the University of Vermont.

How Do I Get Started?

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Making a gift through a stock transfer allows you to support the University of Vermont in a way that’s both meaningful and financially smart. By donating appreciated securities, you may avoid capital gains taxes and potentially increase the value of your gift compared to giving cash.

 

These gifts help UVM put more resources directly toward students, research, and programs you care about. It’s a powerful way to align your financial planning with your passion for advancing UVM’s mission and future.

The Process

1. Choose Your Stock.

Decide which appreciated stocks or securities you’d like to donate and how you want your gift to support the University of Vermont.

2. Initiate the Transfer.

Contact your broker to transfer the securities using UVM’s stock transfer instructions, which ensure the gift is delivered accurately and securely.

3. Notify Us.

Let us know your gift is on the way so it can be properly credited and directed to the purpose you’ve chosen.

4. Make an Impact.

Once received, UVM sells the securities and uses the proceeds to advance students, programs, and priorities that matter most to you - based on your intentions.

Notify Us

Use the form below to let us know you've begun the stock transfer process

Please indicate which fund you'd like to support with your gift. The default designation is the UVM Fund.

Anticipated Transfer Date
Month
Day
Year

If you are unsure about the details, please email foundation@uvm.edu once you've confirmed.

Let's explore what's possible together.

Talk to someone who can help.

Contact us

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