Securities Donations

Would you like to maximize the impact of your giving? Making a gift of long-term appreciated securities may be the right option for you.

Giving securities, such as long-term appreciated stock, can offer several advantages over a cash gift.

• Donating appreciated stock directly is a convenient, effective way to support the UW Medicine program or department you care about most.
• Tax savings will result in a larger gift to UW Medicine than if you sold your shares and donated the proceeds.
• Charitable income tax deduction may be available.

To learn more about donating securities, see the UW’s guide to securities. Or talk to your financial advisor for tax advice.

Donating appreciated securities to the University of Washington is simple. You can find step-by-step instructions in the UW’s guide to securities.

The guide covers the following topics in detail:

• Securities held electronically
• Securities in certificate form
• Mutual funds
• Year-end considerations
• Tax advantages

If you’d like to learn more about making a gift of securities, please see the UW’s securities guide or contact us at UW Medicine Advancement at planmed@uw.edu.

Note: Please consult with your tax advisors for specific tax advice when giving securities.