Printer FriendlyGifts 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 Rachele Huelsman, Director of Annual Giving at 978-934-4807. 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 978-934-4807 or e-mail Rachele_Huelsman@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 UML’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
One University Avenue
Phone: 978-934-4807
Email:rachele_huelsman@uml.edu