Gifts 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 Oglethorpe University.
Benefits of gifts of stocks and bonds
- Avoid paying capital gains tax on the sale of appreciated stock
- Receive a charitable income tax deduction
- Further our mission today
How to make a gift of stocks and bonds
By electronic transfer -
If your stock is held at a broker, notify your broker that you wish to make
a gift of securities to Oglethorpe University.
Be sure to tell your broker:
The name of the stock you want to transfer;
The number of shares you want to transfer; and
Any special designation you wish for the gift when it reaches Oglethorpe.
To complete the transfer, your broker will need:
Official Name of the University: Oglethorpe University
Tax ID: 58-0568698
Receiving Brokerage Firm: Truist Investment Services, Inc.
800.874.4770
DTC: 0226
Account Number: 04L-386626
Once you have authorized the transfer, ask your broker to contact [email protected]
You will receive an acknowledgement letter from Oglethorpe University
notifying you of the gift value on the date it was received by the
University.
STOCK CERTIFICATES
If you hold the certificates in your own name, please mail the stock certificates without any endorsement or assignment to:
Advancement Office
Oglethorpe University
4484 Peachtree Road, N.E.
Atlanta, GA 30319
Email: [email protected]
Send one signed stock power for each stock certificate (contact us for transfer form) in a separate envelope from the stock certificates.
Do not complete any other line on the stock power, except your signature, which must match the name on the front of the stock certificate. You need to have your signature on this stock power Medallion Guaranteed. This can be done by any bank or financial institution officer, or by a broker.
You will receive an acknowledgment letter from Oglethorpe University notifying you of the gift value on the date of the gift (the postmark on the envelope).
More on gifts of stocks and bonds
There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.
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.