Gifts of Appreciated Securities
Donating appreciated securities is an easy and tax-effective way for you to put stock in a healthier Indiana.
Benefits of gifts of stocks
- Avoid paying capital gains tax on the sale of stock owned over one year.
- Receive a charitable income tax deduction for the full market value of the stock.
- Carry over excess deduction.
- Make an immediate gift or use your stock to fund a gift that pays you income.
- Establish a lasting legacy in support of a healthier Indiana.
Planning Tip
You can donate the same gift value (or larger) at a lower "out of pocket" cost. If you really like a particular stock, you can donate the stock and then use the cash you would have otherwise used to make a charitable gift to buy more of the same stock. This gives you a higher cost basis in the stock, which saves you tax if you eventually sell the stock.
How to make a gift of stocks and bonds
Security Gifts Held Electronically
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Forward the information below to your broker.
(Or, if you prefer, you can contact us directly, we are happy to assist you with your gift.)
Northern Trust
DTC Number: 2669
Account Number: 26-82551
Account Name: Indiana University Health
Please Reference: Donor Name (Insert)
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If your broker would like additional information:
Courtney L. Cooper
Northern Trust
333 S. Wabash, WB-42
Chicago, IL 60604
[email protected]
312-557-1926
312-429-4266 fax -
Please let us know.
Please contact us so that we correctly identify your gift when the stock hits our account. We will follow your designation instructions and ensure your gift gets to the correct account(s).
Stock Gifts in Certificate Form
Security transfers have strict government regulations. If you would like to give stock in certificate form, please contact us.
Gifts of Mutual Funds
Mutual funds have specific transfer procedures. Special accommodation may need to be made for certain mutual funds. If you would like to give shares of a mutual fund, please contact us.
Did You Know?
There are special rules for valuing a gift of stock. Per IRS Publication 1771, non-profits are instructed not to provide values for gifts of securities. IU Health Foundation will send you a gift receipt stating the security name, number of shares, and date the stock was received.
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.
*Please note that the securities you use to make your gift must have been held by you for more than one year to be fully deductible.
