Planned Giving

Gifts of Appreciated Securities

Gifts of Appreciated Securities Diagram

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. UTIA 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 UTIA 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.

More Information

Contact Us

Angelia M. Nystrom, JD, LLM
Executive Director of Specialty Programs
Phone: 865-974-7423
Email: anystrom@tennessee.edu

 

Dr. Keith Barber
Vice Chancellor of Institutional Advancement
Phone: 865-974-5779
Email: kbarber@utfi.org

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Together We Grow is a historic campaign for the University of Tennessee Institute of Agriculture. It will take all of us to grow. Together, we can impact tomorrow.