Donate Stock

Donating appreciated stocks, mutual funds, or bonds is an efficient way to make a gift that can also provide significant tax benefits. Gifts of appreciated securities held for more than a year are generally deductible at market value, regardless of the purchase price, and may allow the donor to bypass capital gains taxes while providing an income tax deduction. Follow this simple three-step process to make a stock gift:

STEP 1
Transfer Stock

Provide your broker with the following information for transferring securities:

Name of Broker:
Charles Schwab & Co., Inc.
1958 Summit Park Drive, Suite 200
Orlando, FL 32810
DTC Number:
0164 Code 40
Name of Account:
NC State University Foundation
Account Number:
5789-0021

STEP 2
Complete Form

When stock gifts are transferred, they arrive without identification. Please complete and return this form to Advancement Services to ensure that your contributions are properly directed.

STEP 3
Confirm Transfer

Have your broker contact Advancement Services when the transfer of securities is complete.

Phone: 919-515-7827
Fax: 919-513-2406
Email: stockgifts@ncsu.edu

NOTE TO EXECUTORS: If you are transferring securities held by an estate, please contact the Office of Gift Planning at 919-515-5106 or giftplanning@ncsu.edu to ensure compliance with North Carolina law, as delivery instructions may differ.

Did you know that you can plan a gift of stocks through your will or estate? It’s a great opportunity to leave a legacy at Park Scholarships.

questions?

Contact NC State Gifts & Records at 919-515-7827 or stockgifts@ncsu.edu.

Discover more ways to support Park Scholarships

Giving through a Donor Advised Fund (DAF) allows you to create your own charitable giving fund, receive immediate tax benefits, and distribute grants from the fund. Learn more about giving through a Donor Advised Fund.