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Securities

Another way you may choose to donate to the Foundation is through gifts of appreciated securities. Appreciated securities, held for more than one year, are a very attractive way to make a contribution because you may completely avoid capital gains tax and deduct the full current fair market value of your gift.

For stock delivery instructions, download the form.

It is recommended that donors consult with a tax adviser and the UW Oshkosh Foundation if interested in making such a donation.

When submitting physical stock certificates to the Foundation please complete and attach the stock power form.

by Reineck, Allison A last modified Nov 22, 2013 12:22 PM

Contact the University of Wisconsin Oshkosh Foundation
842 Algoma Blvd. Oshkosh, WI 54901-3551 • Email: foundation@uwosh.edu
Phone: (920) 424-2178 • Fax: (920) 424-7116