Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. the Institute for Public Service may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support the Institute for Public Service as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

 

Contact Us

Kristen Davis
Director of Development
(865) 974-6621
kristen.davis@tennessee.edu
ips.tennessee.edu

UT Institute for Public Service
1610 University Avenue
Knoxville, TN 37921
Federal Tax ID Number: 62-1844686

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