Appreciated Securities
Donating stock or mutual funds is an extremely tax-beneficial way to make a gift to Georgetown. In gifting appreciated stock, bonds, or mutual fund shares that you have owned for at least one year, you may enjoy one or a combination of the following benefits:
- Avoid paying capital gains tax on the appreciation
- Receive a charitable tax deduction
- Provide support for a Georgetown school or program that is meaningful to you
To ensure proper and timely credit for your gift of stock or mutual funds, please notify the Office of Planned Giving prior to transfer by phone at (800) 347-8067, by email at stocktransfer@georgetown.edu, or through our fillable stock gift form. If you prefer to fax the document to the office, you can do so at (202) 687-4902.
Georgetown is not able to accept all mutual funds, so it is important to contact us prior to transferring to confirm our broker can accept your specific fund.
If you are making a gift of appreciated securities, please complete and return our stock gift form and email it to stocktransfer@georgetown.edu.
Please provide your account manager with the following information to facilitate the transfer:
| DTC Number | 0221 |
| Account Number | 3B-48090 |
| Tax ID | 53-0196603 |
| Account Name | Georgetown University |
| Broker Information | UBS Financial Services / the Finnerty Group |
If you are donating physical stock certificates, please contact the Office of Planned Giving to arrange delivery at (800) 347-8067 or stocktransfer@georgetown.edu.
If you are giving through a Morgan Stanley account or a former ETrade account, please know these brokers do not share identifying information with the stock transfer. Please reach out to us directly at stocktransfer@georgetown.edu to make sure that your gift is properly credited.
Learn More
If you have questions about gifts of appreciated securities, please contact the Office of Planned Giving at (800) 347-8067, by email at stocktransfer@georgetown.edu or through our information request form.
The information on this website is not intended as legal, financial, or tax advice. Please consult an attorney, financial advisor, or tax advisor in your planning.