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Gifts of Stock

Gifts of Stock or mutual fund shares are an excellent way to support WTIU. A gift of appreciated securities that you have held for more than one year is frequently the most economical way to make a gift. A gift of stock can generate the most favorable tax benefits—you may avoid paying capital gains tax on the increase in value of the stock, you may receive an income tax deduction for the full fair-market value of the stock at the time of the gift, and your gift may qualify for an Indiana state tax credit if you are an Indiana resident.

Other ways to use stock gifts:

Membership. You may use a gift of stock to fund your annual membership, with benefit levels corresponding to the amount of the gift.

Legacy Gifts. You can use stock to fund a life-income vehicle, such as a charitable gift annuity or a charitable remainder trust. Each choice has distinct advantages that we will be happy to discuss.

How to make a stock transfer: The most common and efficient method of giving securities is an electronic transfer. An electronic stock gift to WTIU  through the Indiana University Foundation can be accomplished in several different ways. The most common methods are:

  • Broker Transfer (the preferred method). The IU Foundation has accounts with most major firms and major regional companies and would be happy to work with your personal broker. Notify your broker of your intentions and ask him/her to call  to work out the details  at (800) 558-8311 or (812) 855-1368.   We encourage you to notify WTIU so we may confirm and promptly acknowledge your intentions.
  • Mail a Certificate. A certificate of stock may be mailed directly to the IU Foundation. Mail the certificate in one envelope; leave the back of the certificate blank. In a separate envelope, send a signed stock power (sign exactly as name appears on certificate with signature guaranteed; leave remainder blank). Please send each by certified mail. Mail to:
    • Indiana University Foundation
      Post Office Box 500
      Bloomington, Indiana 47402

 

Gifts of Cash

Gifts of Cash are the most common form of contribution. A gift of cash is easy to do, and the gift is not subject to gift or estate taxation. Pledges provide you an opportunity to make a larger gift than you otherwise thought possible by committing your gift over a period of three to five years. Ideally, your pledge should be documented in writing.

Your gift of cash may qualify as a charitable deduction on your federal income tax return, as well as qualify as a tax credit on your Indiana State Tax Return.

Want to direct a cash gift to a specific fund? Learn more about our endowed funds.

 

The Weekly Special

Questions?

Nancy Krueger

Gift and Grants Officer

Email nkrueger@indiana.edu
Call 812-855-2935

The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.