College Gift of Stock

UT Austin College of Engineering -- Giving to the College -- Gift of Stock Skip to Main Content Skip to Section Navigation Search Search Engineering Home > Giving to the College > Friendsof Alec > Gift of Stock Friends of Alec Alec's Story Austin Area Businesses Gift Designations Life Endowments Matching Gifts Gifts of Stock Pledgecard Staff Giving to the College Quick Links Quick Links Engineering Home Engineering News Academic Departments Prospective Students Current Students Faculty Staff Alumni The College Our Faculty & Staff Research Directory Continuing Education Corporate Relations Giving To The College Gift of Stock A gift of appreciated stock is an excellent way to support the College while simultaneously avoiding a capital gains taxtaking a charitable deduction. Outright gifts of marketable securities for current operations or endowments can be made in several ways: If the donor has a broker, the donor should advise the broker that he or she wants to make a gift to The University. Preferably, this request should be in the form of a letter, containing the following information: The name of the stock; The number of shares; The donor's name and address; and What the stock will be used for. The stock gift will actually be made to the Board of Regents of The University of Texas System for the use and benefit of The University of Texas at Austin. The donor's letter should tell the specific use/purpose for the gift. In the letter to the broker, it is advisable for the donor to copy the Engineering Foundation at: College of Engineering UT Austin ECJ 10.324 Austin, TX 78712 The donor's letter should instruct the broker to call the UT System Office of Estates and Trusts at (512) 499-4346 for instructions to transfer the stock. If the donor does not have a broker, the unendorsed stock certificate should be sent via Federal Express, or similar guaranteed overnight delivery service, to: Ms. Bernice Croft The University of Texas Development Office Campus Mail Code: F1000 Austin, TX 78712 Additionally, the donor should sign a Stock Power, in blank, identical to the way the name is listed on the stock certificate. The Stock Power should be sent separately in the same manner to the address above. It is stressed that the Stock Power should be signed in blank; for example, the name of the transferee should not be entered on the Stock Power. This allows the Board of Regents to sell the stock immediately upon receipt; thus, quickly locking in a sales price for the gift. If the donor does not have a Stock Power, The University can provide one. Once the signed Stock Power and the stock certificates are in the UT System Office, the gift can be processed. If you have questions about a stock gift, please contact the Engineering Foundationoffice at 512-471-3395 or ut@engr.utexas.edu or Bernice Croft ,Development Office, (512) 475-9667. UT Directory | UT Offices A-Z | Campus & Parking Maps | Calendars | Accessibility | UT Direct Last Updated: August 19, 2004 | College of Engineering at The University of Texas at Austin | Engineering Contacts | Send comments

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College Gift

Alumnae/i of Goucher College: Gift Acceptance Policy home directory sitemap search contact us CampusWEB Blackboard digest About the AAGC Awards Class Web Pages E-mail Directory GAIN Giving to Goucher Host Program Regional Programs Goucher Quarterly Tours and Travel Update Your Information Volunteer for Goucher Contact Us Goucher Bookstore Upcoming Events Spies of Capitol Hill October 2, 2005 Ring Ceremony October 8, 2005 Host Program Pizza Night October 18, 2005 Fells Point Ghost Tour October 26, 2005 G.O.L.D. at the Williams Club October 27, 2005 View Full Events Listing Alumnae/i of Goucher College Email: alumni@goucher.edu 1021 Dulaney Valley Road Baltimore, MD 21204 Phone:800-272-2279/410-337-6180 Fax:410-337-6185 You are here: Alumnae/i > Giving to Goucher > Gift Acceptance Policy Gift Acceptance Policy GIFT ACCEPTANCE POLICY I. INTRODUCTION This policy statement is designed to ensure that all gifts to, or for the use of, Goucher College are structured to provide maximum benefits for the donor and the college. Because some gift situations might be complex, or more costly than beneficial, or restricted in a manner not in keeping with the goals of the college, this policy has been developed to establish standards by which all gifts will be evaluated, as well as a formal process for carrying out such evaluations. This policy is intended as a guide and allows for some flexibility on a case-by-case basis. II. GUIDING PRINCIPLES Goucher College encourages gifts in support of its mission as a private liberal arts college. Goucher College seeks to implement a gift acceptance policy that will protect: the best interests of the donor; the welfare of Goucher College; and the Goucher College employees charged with the management of the gift planning program. Donors are encouraged to consult with their personal advisors (accountants, certified estate or financial planners, attorneys, investment brokers, etc.) before making any gift to the college, particularly a planned gift. The college reserves the right not to accept certain gifts, including those from which the college will realize little or no financial gain, or which are made for purposes that are inconsistent with the college’s educational mission, or which have restrictions that violate the college’s ethical standards or require illegal discrimination. Donations of gifts for unrestricted, general purposes are encouraged because of the flexibility they provide in meeting the most pressing needs of Goucher College. The college shall acknowledge all gifts and donations in a manner that respects and honors the donor. In accepting a gift, the college also accepts a responsibility to the donor to steward that gift. This includes administering the gift properly, providing the donor with appropriate financial information about the gift, and, when appropriate, reporting to the donor about the use of the gift. The entire Gift Acceptance Policy can be obtained by contacting the Office of Gift Planning at 410-337-6358. You can also view the Gift Acceptance Policy here . To open the policy, you will need Adobe Acrobat Reader. (Click here to download a free copy of Adobe Acrobat Reader.)