Gifts of Stocks and Bonds
A gift of appreciated securities, including stocks or bonds, is an easy way for you to make a gift to UNC Asheville.
Here are some of the potential benefits:
- Avoid paying capital gains tax.
- Receive a charitable income tax deduction.
- Enjoy possible increased income.
- Further our mission today!
Make your gift today by electronic transfer!
By making a gift through shares of stock in a publicly-traded or family business, you can support UNC Asheville and avoid taxes that would result from selling these assets. Below is the information that your financial advisor will need.
Account Title:
University of North Carolina at Asheville Foundation
Account Number:
2353-5437
Telephone:
828-232-3773 (Christy Scofield, Wells Fargo Advisors)
Mailing Address:
190 Biltmore Avenue, Asheville, NC 28801
Name of Receiving Institution:
Wells Fargo Advisors
DTC:
0141
For more information, please contact Ben Underwood, Associate Vice Chancellor for Advancement Operations, at 828.251.6016 or at [email protected].
Send us your gift by mail
If you hold securities in certificate form, you will need to use two envelopes to complete your gift. In the first, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate. You may obtain this from your broker or bank. Please remember to use certified mail and send to:
University Advancement
CPO #3800
1 University Heights
Asheville, NC 28804