Gifts of stock are increasingly becoming a vehicle of choice for Terry College supporters. Stock gifts are made through The Arch Foundation, the charitable organization that raises private monies for the school, using one of three methods:
The quickest and most secure method is to transfer stock from the donor's broker to the school's broker through the Depository Trust Company (DTC).
Visit the UGA's Gift & Estate Planning web site for detailed information you need to transfer securities to the The Arch Foundation to benefit the Terry College of Business.
Donating a stock certificate in the donor's name requires sending:
The above items need to be mailed to the Foundation Accounting Office by registered mail or overnight courier at the following address:
Attention: Jennifer Gary
UGA Gift Accounting
394 S. Milledge Avenue
Athens, GA 30602
The letter must be signed exactly as the donor's name appears on the certificate.
The Foundation's tax ID number is 20-2779492.
Securities are the most common form of property given to non-profit institutions. The Terry College of Business and the University of Georgia encourage gifts of:
With a gift of appreciated securities held for the required holding period, donors are entitled to a charitable deduction for the full fair-market value (FMV) of the stock in the year of the gift. The FMV is determined by the mean of the high and low sales prices on the date the stock is given to Terry.
The charitable deduction is limited to 30 percent of the donor's adjusted gross income with a five-year carryover for any amount that exceeds the 30 percent limitation. Gifts of appreciated stocks are particularly attractive since the donor will generally not incur a capital gains tax on stock given to Terry.
If you answered "yes" to any of these questions and want to explore your possibilities, please contact:
Martee T. Horne
Senior Director of Development and Alumni Relations
Phone: (706) 542-3546
Fax: (706) 583-0417
Please check with University of Georgia before making any gifts of securities.
Contact Mary L. McCormack at (706) 542-8138 for more information.
Also visit UGA's Gift and Estate Planning web site for more information.
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