Gifts of Marketable Securities

Gifts of appreciated long-term securities, including stocks, bonds, and mutual fund shares, may generate very favorable tax benefits for the donor. At the time the gift is made, the donor may receive a tax deduction for the fair market value of such securities if owned for more than 12 months.

To make a gift of securities, please contact Danielle Callahan, Manager of Gift Operations and Endowment Services, at 978-934-2218. Also, please find below the DTC instructions to provide to your broker. For more specific information on all types of securities gifts, please contact the Office of University Advancement by telephone 978-934-2218 or e-mail danielle_callahan@uml.edu

DTC Instructions

DTC #:
Company:
Trinity Account #:
Account Name:
Contact:

Important Note To Financial Institution Or Donor:

In order to credit the gift to the proper donor, please contact UMass Lowell’S Advancement Office with the name of security, number of shares, and donor name when the gift is sent. Thank you.

Contact Information:
Office of University Advancement
University of Massachusetts Lowell
One University Avenue
Lowell, MA 01854
Phone: 978-934-2218
E-mail: danielle_callahan@uml.edu