Gifts of appreciated securities to Minnesota State University, Mankato Foundation provide the donor with an income tax deduction based on the appreciated value of the stock as long as the donor has held the stock for at least 12 months and 1 day. Remember, the owner pays no capital gains tax on gifts of stock, making a gift of stock beneficial to you and Minnesota State Mankato.

How to give stock to Minnesota State University, Mankato Foundation:

1. Electronic transfer (the preferred and easiest way). Work with your own broker to electronically transfer stock to the Foundation's primary broker: UBS Financial Services, 112 S. Riverfront Drive, Mankato MN 56001, Attn: Mary Conley or Laura Cluff (507-625-3127, 800-395-3445). Reference Foundation account #YF02928, DTC #0221. After the transfer is complete, call Joann Jaqua with the gift designation.
2. Paper Certificate Registered To The Foundation. Hand-deliver or mail certificate to the Foundation with a note stating gift designation.
3. Paper Certificate Registered To The Donor. Hand-deliver or mail certificate to the Foundation with a note stating gift designation. Also, be sure you've signed the back of the certificate. If the certificate is mailed, do not sign it, and send a signed power document under separate cover; if the certificate is hand-delivered, submit a letter of authorization which states your intent to donate the stock to the Foundation.

For more information about gifts of securities, please contact: