Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram. Description of image is listed below.

How It Works

  1. You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
  2. You receive an income-tax deduction
  3. University of Chattanooga Foundation may keep or sell the securities

Benefits

  • You may receive a federal income-tax deduction for the full fair-market value of the securities
  • You avoid long-term capital-gain tax on any appreciation in the value of the stock
  • Your gift will support UTC as you designate

Special note: You should call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.

The University of Chattanooga Foundation exists as a repository for gifts aimed at benefiting the University of Tennessee at Chattanooga.

Contact Us

Erica Siemers
Sr. Associate Vice Chancellor for Advancement
(423) 425-4232
erica-siemers@utc.edu
Federal Tax ID Number: 62-0476521

 

University of Tennessee at Chattanooga
ATTN: Erica Siemers
615 McCallie Ave., Dept. 6806
Chattanooga, TN 37403

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