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Gifts of Stock or Securities
Stock gifts are an important source of support for the University of Central Missouri Foundation. They can be made either electronically (DTC) or physically (mail).
Giving Stocks Electronically
Transfer your stock to the UCM Foundation’s account at The Commerce Trust Company by completing a gift letter and sending it to your brokerage firm. Download our stock gift sample letter for instructions (Word document).
Giving Stocks by Mail
If the stock certificate is held by individual(s) or if you choose to donate a physical certificate, the actual certificate can be mailed with a letter of instruction to deposit the certificate into the UCM Foundation’s account at The Commerce Trust Company. Download our stock gift sample letter for instructions (Word document).
You will need to transfer ownership on the back of the certificate by writing the University of Central Missouri Foundation after the phrase “We hereby sell, assign and transfer to…” All persons listed on the front of the certificate as owners must sign to complete the transfer. All signature(s) must be medallion guaranteed, not notarized. Medallion signature guarantees are available at your bank or brokerage firm.
About Gifts of Stock
The date of your gift is the date that the UCM Foundation receives the shares in its account. The value of the gift will be the average of the high and low prices on the day the gift is received. You will receive written confirmation of the value and date of your gift for income tax purposes.
For questions, contact Mary Schreimann at the UCM Foundation at 660-543-8000 or Carrie Larson at The Commerce Trust Company at 816-234-2883.
Please return a copy of your letter to:
The Commerce Trust Company
ATTN: Carrie Larson
922 Walnut St., Mail Stop TBMZ-1
Kansas City, MO 64106
