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Gifts of Securities

Make a gift that benefits you and IU

When you support Indiana University with a gift of securities—stocks, bonds, or mutual funds you’ve held for at least one year—you qualify for a deduction for the full value and bypass capital gains tax on the appreciation. It’s a simple process, and we’re here to help if you have any questions.

Please note that we do not accept gifts of stock or mutual funds from IRA accounts. To learn about the advantages of donating cash from your IRA, please contact our Gift Planning Services team at 812-855-8311.

First, notify your financial institution and IU

Due to fluctuations in pricing, the details of your gift will not be finalized until after your financial institution completes the transfer.

Before transferring anything, please notify us of your intent to give, how you want the gift to be used, and the amount.

Let IU know about your gift

Transfer your DTC eligible securities

Your financial institution will need this information to transfer securities to the university’s broker, Bank of New York Mellon Corporation.

DTC#0443
Pershing, LLC
Account #N7M002523
Account Name: Indiana University Foundation
Reference: (name of donor)

Indiana University Foundation Tax ID: 35-6018940

Bank of New York contact (for brokers only): bnymcmgiftprocessing@bnymellon.com

If you run into any issues or have questions, please contact iufstock@iu.edu.

Get tax benefits

Once your gift is fully processed, we’ll send you an electronic gift receipt stating the security name, number of shares, and date of receipt.

Per IRS Publication 1771, nonprofits are instructed not to provide values for gifts of securities. You will need to consult with your tax professional to determine the appropriate value to use for tax purposes.