Gifts of Securities

Thank you for your interest in making a gift of securities to the University of Cincinnati Foundation. Donating appreciated securities directly to the Foundation is one of the easiest, most impactful and tax-smart ways to give. Your gift of stock, bonds or mutual funds can have an immediate and lasting impact on UC and UC Health.

When you contribute securities directly to the Foundation, the full proceeds from the sale of your gift will be realized and you potentially eliminate capital gains exposure. This means you are making a bigger impact, with more money, on the causes you care about.

How to Make a Gift of Securities

  1. Please notify David McGoron, assistant vice president, gift planning administration, of your desire to make a gift by emailing stockgifts@foundation.uc.edu or calling 513-556-8264. You will need to inform the Foundation of the number of shares to be gifted, the name of the expected security and the area you would like to support at UC or UC Health.
  2. You or your advisor will be provided with the appropriate transfer instructions for your gift.
  3. Once the Foundation receives your gift, the shares will be sold on the day of receipt, if possible, and the net proceeds will be allocated to the area you want to support.
  4. You will receive a receipt from the Foundation for your generous gift.