Securities & Stock Gifts

Make a greater impact – and save on taxes.

You can make a big impact by donating long-term appreciated stocks directly to the USM Foundation – and the financial and tax savings for you can be substantial. For example, when you sell appreciated stocks, you must pay capital gains taxes on the profits. However, by donating the stock directly to USM, you can void this tax. You can give USM the full appreciated amount, rather than the lower amount you would have after paying capital gains tax.

Potential benefits include:

• Avoiding capital gains tax
• Charitable deduction eligibility
• Greater giving impact
• Reducing future estate tax liability

To make a gift of stock to the USM Foundation please complete this form and email the completed form to these three email addresses:

1. USM Foundation at usmfoundation@maine.edu,
2. Fund Evaluation Group (FEG), our investment adviser (broker) at OCIO@feg.com, and
3. Erin Macey, Executive Director of Development, at erin.macey@maine.edu.