Securities

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.

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 Angelica Prekopa, associate director of Gift Receiving, at (859) 257-4761, (800) 875-6272 or a.prekopa@uky.edu.

Instructions to make gifts of stock [Adobe PDF file].

Instructions to make gifts of mutual funds [Adobe PDF file].