COMMIT TO LEAVING A LEGACY
Planned gifts, gifts commonly donated through a will or trust, are designed to help you meet your financial and charitable goals while supporting the University of Georgia in the long term. Explore the options and create your UGA legacy today!
Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the University of Georgia Foundation to benefit the University of Georgia.Gifts of Stock
Giving a gift of publicly traded stock that has increased in value and that you have owned for more than one year may provide greater tax benefits than making a donation of cash. Your charitable income tax deduction is equal to the fair market value of the stock, and you may avoid paying the capital gains tax on any increase in the current value over the original cost of the stock. You may also save by not incurring brokerage fees because you are transferring ownership rather than selling the stock.
If you would like to make a contribution of stock, please contact our Gift Accounting office at [email protected] or 706-542-4438 prior to your donation with donor name, name of the stock, amount of shares, and benefitting fund. This will ensure that donors are properly credited and receipted for their gifts and ensure that the proper University of Georgia Foundation fund benefits from the gift.
Please use the information below to support the University of Georgia Foundation through a gift of stock.
UGA Foundation Account InformationDTC #: 8862 | Account: 706-04354
Name: The University of Georgia Foundation
EIN/TAX ID: 58-6033837
Brokerage Contact: Matthew Fletcher - Merrill Lynch, Atlanta, Georgia. Assisted by Louise Knight.
Office: 404-231-2553, Toll Free: 800-937-0453, fax: 404-890-7866, e-mail: [email protected]
For more information please contact the Office of Gift and Estate planning at 706-542-8140 or [email protected]
Gifts of Bonds
By using bonds to make your gift to the University of Georgia Foundation you may be able to reduce, or even avoid, income taxes. Savings bonds are normally taxed when they're cashed in, reissued to another person, or reach their final maturity. Although savings bonds cannot be directly donated to a charitable organization during your lifetime, there are three easy ways to use your bonds to support the university:2- Leave the bonds to the University of Georgia Foundation through your will. Because we are a tax-exempt organization, we will receive the full value of the bonds, which could have otherwise been reduced by up to 35 percent for income taxes. For a small percentage of people, federal estate taxes might also reduce the amount available.
3- Leave the bonds upon your death to a charitable remainder trust. Lifetime payments will benefit your chosen loved ones and then the balance will support our mission.
Contact us If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.
Contact Us
University of Georgia
Development & Alumni Relations | Gift & Estate Planning
394 S. Milledge Avenue
Athens, GA 30602
(706) 542-8138
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PRIVACY STATEMENT
This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice.
For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.