Gifts of securities can mean significant tax benefits for donors. 例如, contributions of appreciated securities held for over a year are generally deductible at market value, regardless of what the donor paid for them. The capital gains tax is avoided through such a gift as well. You are welcome to reach out to Marc Vaillancourt, Associate Vice President for Philanthropy, 电话:(320)308-3716或 马克.vaillancourt@chinashuitou.net 讨论你的礼物.
通知St. 云州 of a gift of securities, please contact 康妮·罗宾逊, 财务总监, with complete donor information (name, address, 电话号码), the name and type of securities to be gifted (public, 共同基金, 等.), the number of shares, and the date you intend to make the gift.
康妮·罗宾逊
财务总监
St. 云州 University Foundation
刘易斯的房子
康妮.robinson@chinashuitou.net
(320) 308-4818
To transfer securities to the St. 云州 University Foundation via DTC, please use the following instructions:
交付:
St. 云州 University Foundation, Inc.、消耗性帐户
DTC #: 2803
Account #: 080017777200
Account Tax ID #: 41-6019040
捐赠者的名字 & Address:_______________________
In order to promptly and accurately credit a security gift to the appropriate donor, it is essential that the transfer instructions include the donor’s name and address. Without this information, we are occasionally unable to identify the donors of certain securities.
Please contact Marc Vaillancourt, Associate Vice President for Philanthropy, 电话:(320)308-3716或 马克.vaillancourt@chinashuitou.net 关于 whether your gift is to be unrestricted or designated to a specific fund.
If your broker requires further information, they should contact US Bank at the above address.
Stocks and bonds may be sent to the St. 云州 University Foundation by certified U.S. mail with return receipt requested.
If the donor is the registered owner of the certificate, a Stock and Bond Power signed by the owner, exactly as the name appears on the certificate, with a Medallion signature (which you can obtain through a bank or broker) must be provided. To ensure your security, please mail the certificate and Stock and Bond Power separately.
If the stock or bond has already been registered to the St. 云州 University Foundation, no Stock and Bond Power is necessary. 然而, in order for the Foundation to properly credit the gift, a letter identifying the donor is essential.
In instances where a stock or bond is to be registered to the St. 云州 University Foundation before it is mailed to us, you will be required to supply the transfer agent with the following mailing address and taxpayer identification number:
St. 云州 University Foundation
刘易斯的房子
720 Fourth Avenue South
St. 云，MN 56301
ID #: 41-6019040
Securities gift forms are available by contacting:
康妮·罗宾逊
财务总监
St. 云州 University Foundation
刘易斯的房子
康妮.robinson@chinashuitou.net
(320) 308-4818
Valuation方法
The value of a stock gift is calculated by averaging the high- and low-quoted selling prices for the stock as of the gift valuation date.
物理证券
The gift valuation date for physical securities is determined by the postmark on the envelope used to mail the securities. For hand delivery of securities, the gift valuation date is the date the securities are turned over to University representatives.
电子转移
The gift valuation date for securities sent to us via DTC is the date the securities are deposited into our US Bank account.
共同基金转帐
The gift valuation date for 共同基金 units is the date they are deposited into our US Bank account or into a 共同基金 account in the University’s name.
Make a direct and immediate impact for SCSU today.
Find out how to make your gift by mail or telephone.
Increase your impact through your employer's matching gift program.
Learn how to make a tax-advantaged gift of securities.
Contact Josh Lease at (320) 308-4970 to discuss your philanthropic legacy.
Join with our faculty and staff in supporting St. 云州.