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Gifts of stock/securities

For stock delivery instructions, download the Delivery Instructions for Stock Gifts form. Please mail 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 Stock Power Form

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 Jennifer Klinger for assistance with these gifts. She can be reached at or (920) 424-3457.

by Lori Kroening last modified Jul 19, 2017 11:17 AM

Contact the University of Wisconsin Oshkosh Foundation
625 Pearl Ave. Oshkosh, WI 54901 • Email:
Phone: (920) 424-2178