Office of Planned Giving
Smiser Alumni Center
Warrensburg, MO 64093
Phone: 660-543-8000
Fax: 660-543-4705
Toll Free: 866-752-7257
plannedgiving@ucmo.edu
Social Media @ UCM
Gifts of Stock
Copyright © University of Central Missouri Foundation, All rights reserved. The information in this Web site is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.
Stock gifts are an important source of support for the University of Central Missouri
Foundation. They can be made either electronically (DTC) or physically (mail).
Giving Stocks Electronically
Transfer your stock to the UCM Foundation's account at The Commerce Trust
Company by completing a gift letter and sending it to your brokerage firm. Download
our stock gift sample letter
for instructions.
Giving Stocks by Mail
If the stock certificate is held by individual(s) or if you choose to donate
a physical certificate, the actual certificate can be mailed with a letter of
instruction to deposit the certificate into the UCM Foundation's account
at The Commerce Trust Company. Download our stock
gift sample letter for instructions.
You will need to transfer ownership on the back of the certificate by writing
the University of Central Missouri Foundation after the phrase "We hereby
sell, assign and transfer to…" All persons listed on the front of
the certificate as owners must sign to complete the transfer. All signature(s)
must be medallion guaranteed, not notarized. Medallion signature guarantees
are available at your bank or brokerage firm.
About Gifts of Stock
The date of your gift is the date that the UCM Foundation receives the
shares in its account. The value of the gift will be the average of
the high and low prices on the day the gift is received. You will receive written
confirmation of the value and date of your gift for income tax purposes.
For questions, contact Mary Schreimann at the UCM Foundation at 660-543-8000
or Carrie Larson at The Commerce Trust Company at 816-234-2883.
Please return a copy of your letter to:
The Commerce Trust Company
ATTN: Carrie Larson
922 Walnut St., Mail Stop TBMZ-1
Kansas City, MO 64106
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