Making a gift of securities is as easy as making a cash gift to the University of Kentucky, and it has the same impact. By transferring your stocks, bonds or mutual funds to UK, you show your commitment to improving UK’s programs, colleges and entities and to providing UK students access to an exceptional education.
To begin planning your securities gift, contact UK’s Office of Estate and Gift Planning. Our advisers can walk you through your transfer or assignment and discuss the benefits of making a securities gift, including bypassing capital gains tax and receiving a tax deduction based on your securities’ fair market value.
- UK's Entity Identification Number/Tax Identification Number is 61-6001218
Special arrangements are available for donors making a gift of stock in a closely-held corporation. This option works best when an individual owns highly-appreciated stock in a company that has substantial cash reserves.
For additional information regarding security gifting strategies, please contact the Office of Estate and Gift Planning at (859) 257-7886 or giftandestate@uky.edu.
For additional information regarding the transfer instructions for gifts of securities or to inform the university of your intention to give in this manner, please contact Taylor Navis, Assistant Director of Gift Receiving, at (859) 257-7305 or taylor.navis@uky.edu.
Gifting Instructions for Securities and Mutual Shares by Wire Entry [Adobe PDF file].
Gift of Mutual Fund Shares by Re-Registration [Adobe PDF file].