Gifts of Securities
Perhaps the most common form of giving, after cash, is the transfer of stock, bonds, and other securities, especially those that have increased in value. As with other appreciated property, it is to your advantage to transfer ownership rather than to sell the property first and donate the proceeds to Norwich. Gifts of stock and appreciated securities are a great way to make a tax-wise gift to support your University.
You have two ways to transfer stock to Norwich. You are welcome to electronically transfer stocks from your account into Norwich University’s account or to make a gift using original stock certificates. Both procedures are explained below.
For more information on making a gift of stock, please call the Development and Alumni Relations Office at 802.485.2300 or email development@norwich.edu with questions.
All gifts receive a written acknowledgement from the University, and most gifts are fully tax deductible. All donors are listed in the Norwich University Annual Report, which celebrates gifts received during the University’s fiscal year (June 1- May 31).
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