Gifts of Securities

Appreciated securities can make an excellent gift. Donors who donate securities that have been held long term will generally receive a charitable tax deduction for the full fair market value of the securities, and avoid capital gains taxes on the appreciation of the assets over their original cost bases. Please be sure to consult with your tax advisors for specific tax information when giving securities.

Please note: The appreciated securities must be given to Tufts University; if you sell the securities and donate the proceeds, you will not realize the tax benefits.

Securities Held in Brokerage or Bank Accounts
Securities Held in Certificate Form
Mutual Funds
Closely Held or Restricted Stock

Donating Securities Held in Brokerage or Bank Accounts

For securities held in a brokerage or bank account, please contact the Treasury Operations Office at 617-627-3171 or e-mail vicky.wei@tufts.edu for the delivery instructions since Tufts has several different brokerage accounts. Please note that transfer instructions change over time and should be reconfirmed each time a transfer is made to ensure the instructions are still valid. You will need to instruct your broker/banker in writing to transfer the specified shares to Tufts University as a gift. A sample letter is available for your convenience.

Please be sure to send a copy of the letter to Tufts by fax at 617-627-3943 or mail it to:

Tufts University
Treasury Operations
169 Holland Street, 3rd Floor
Somerville, Massachusetts 02144
Attn: Vicky Wei

This will enable us to identify and acknowledge your gift in a timely way.

The date of your gift will be the day Tufts receives it. Your gift will be valued at the mean market value on that day.

Donating Securities Held in Certificate Form

Please send the certificate(s) without any endorsement or assignment via registered mail to:

Tufts University
Treasury Operations
169 Holland Street, 3rd Floor
Somerville, Massachusetts 02144
Attn: Vicky Wei

Via regular mail under separate cover, please send a stock power for each certificate signed exactly as the name(s) appears on the certificate and date it. The top line should be made transferable to “Trustees of Tufts College.” The stock power should be signature guaranteed by a bank or brokerage house. A sample stock power is available, which can be used to execute your gift.The date of your gift will be determined by the postmark on the last document received that is required to complete the transfer of the stock to Tufts.

Mutual Funds

Please contact Treasury Operations at 617-627-3171 for assistance with mutual fund share transfers since policies differ from company to company. We can contact your mutual fund company to determine the appropriate transfer procedures. If the mutual fund shares are held in a brokerage account, please have your broker contact Treasury Operations for delivery instructions.

Closely Held or Restricted Stock

A closely held or restricted stock may be accepted by the University under certain conditions. Please contact the Treasury Operations Office to help facilitate the acceptance and transfer of your gift.

Stock/Bond Power
for securities held in certificate form:
PDF PDF Word WORD
Sample Letter
to your financial institution for securities held in an account:
PDF PDF Word WORD