Gifts of stock/securities
For stock delivery instructions, download the. Please mail, fax or e-mail completed form to the University of Wisconsin Oshkosh Foundation, Inc. before the transfer of any stock gifts so proper acknowledgement can be made. Some donations are never identified because donors fail to contact us to let us know what they gave.
When submitting physical stock certificates to the Foundation please complete and attach the
If securities are sent through US mail, the last date that the stock certificate or stock power is postmarked is the gift date. It is important to send, by registered or certified mail, the unsigned certificates in a separate envelope from the signed stock power and letter of intent.
If securities are electronically transferred to the UW Oshkosh Foundation, the gift date is the day the securities enter our account. As transfers of securities often take several days to accomplish, please begin the transfer as early as possible before the end of the year in order to insure deductibility for the current tax-year.
Please contact Cassandra Shearer for assistance with these gifts. She can be reached at firstname.lastname@example.org or (920) 424-7117.