Make a gift of publicly-traded securities to University of Vermont Foundation and potentially save income tax and capital gains tax, too.

A gift of publicly-traded securities could be right for you if:

  • You own publicly-traded securities that you have owned for at least one year.
  • Some of these securities have increased in value since you bought them.
  • Some of these securities may provide you with little or no income.
  • You would like to make a gift to UVM.

How it works

  • You transfer shares of one or more publicly-traded securities, such as stock, bonds, and mutual funds, to UVM.
  • The two most common ways to give publicly-traded securities are to make an outright gift of your securities or to make a gift of your securities and receive payments for life.
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Talk to Us

For more information, please contact Cheryl Brodowski, Director of Legacy Giving:

phone(802) 656-8417

Cheryl.Brodowski@uvm.edu

 

Quotation MarkI give back because people’s journeys in life are important to me...especially when it moves the needle toward civility, kindness, equity, and justice."

- WANDA HEADING-GRANT ’87, G’03