Would you like to sell the stock, but hesitate to do so because of capital gains taxes?

Would you like to invest in the future of UD?

If so, a good alternative to selling the stock is to give the stock to the University of Dayton.

Gifts of appreciated securities can be one of the most advantageous ways of giving. If your gift of stock is one that you have owned for more than one year, you may deduct the full fair market value of the stock as a charitable contribution and avoid any related capital gains taxes.

How to Make Your Gift

Stock Certificates:

If you have a paper certificate, deliver it to us with a signed stock power and a letter of intent (see attached forms.) Please do not sign the back of the certificate. We suggest using registered mail to send the certificate to us. In a separate envelope, mail the stock power and letter of intent by regular mail.

Stocks in a Brokerage Account:

If your broker cannot accommodate your gift, please ask your broker to deliver your stock to our account:

      Merrill Lynch, DTC #5198
      Account 77M-04859
      University of Dayton

Please notify us of your pending gift so that we may promptly thank you and provide your tax receipt.

Gifts of appreciated stock may take several weeks to complete. Please allow plenty of time (especially at year-end) so your tax deduction is available in the calendar year you prefer.

Stock or Bond Power form

Letter of Intent form