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Gifts of Securities

There may be significant tax advantages from contributing appreciated securities transferred to the university as a charitable gift. The value of your gift depends upon the market price of these assets when they are given. You should always contact your financial advisor for professional advice regarding charitable contributions of securities.

Please notify the Advancement Service office (listed below) if you wish to transfer a gift of stock.  Please provide the name and type of securities to be gifted (public, private, restricted, mutual fund, etc.), the number of shares, and the date of the intended transfer.

April Jensen
Director of Advancement Services
435-797-3583
april.jensen@usu.edu

Emily Waite
Gift Processing Manager
435-797-1327
emily.waite@usu.edu

Or toll-free 1-888-OLD-MAIN (653-6246)


Please note: Utah State University is an educational institution and does not provide tax, legal, or financial advice. Any document or information shared by our staff is intended to be educational. We strongly encourage donors to seek counsel from their own legal and financial advisors.