Planned Giving Menu
Gift of 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 Central Missouri Foundation.
Here are some of the potential benefits:
- Avoid paying capital gains tax.
- Receive a charitable income tax deduction.
- Further our mission today!
Gifts of Stock or Securities
Stock gifts are an important source of support for University of Central Missouri Foundation. They can be made either electronically (DTC) or physically (mail).
Make your gift today by electronic transfer!
Transfer your stock to UCM Foundation's account at The Commerce Trust Company by completing a gift letter and sending it to your brokerage firm. Download our stock gift sample letter for instructions (Word document).
Send us your gift by mail!
If the stock certificate is held by individual(s) or if you choose to donate a physical certificate, the actual certificate can be mailed with a letter of instruction to deposit the certificate into UCM Foundation's account at The Commerce Trust Company. Download our stock gift sample letter for instructions (Word document).
You will need to transfer ownership on the back of the certificate by writing the University of Central Missouri Foundation after the phrase "We hereby sell, assign and transfer to..." All persons listed on the front of the certificate as owners must sign to complete the transfer. All signature(s) must be medallion guaranteed, not notarized. Medallion signature guarantees are available at your bank or brokerage firm.
About Gifts of Stock
The date of your gift is the date that UCM Foundation receives the shares in its account. The value of the gift will be the average of the high and low prices on the day the gift is received. You will receive written confirmation of the value and date of your gift for income tax purposes.
Contact Us
If you have questions about gifts of stock and bonds, please contact Mary Schreimann or Pat Smithson at the UCM Foundation at 913-963-3941 or Amy Pieper at The Commerce Trust Company at 816-234-2883. We are happy to assist you with your questions or more details about this gift option.
Please return a copy of your letter to:
The Commerce Trust Company
ATTN: Amy Pieper
922 Walnut St., Mail Stop TBMZ-1
Kansas City, MO 64106
