University Development

Securities & Property

Cash gifts are easy to make and carry tax benefits, but gifts of stock or other securities may be a more appropriate gift vehicle for your situation. Securities and property may be given directly to the university as annual gifts, or they may be used to establish certain types of planned gifts.

Tangible Property

Real estate, works of art, rare books or stamp and coin collections are just a few types of tangible property that you may give to Butler University. When you make this type of gift, you're entitled to a charitable deduction for gifts of tangible property. In the case of art or antiques, the deduction amount depends on the "related use" and who produced the work.

Stocks and Securities

A gift of stock is valued for tax purposes on the date of transfer. The fair market value of gifts of long-term, capital gain securities or real estate is deductible up to 30% of a donor's adjusted gross income. Any amount in excess may be carried forward for a period of five years. Giving securities that have increased in value is a great way to both benefit Butler and bypass the capital gains tax due on a sale.

If you would like to make a gift of tangible property or stocks and securities, please contact Michele Miller at 800-368-6852, ext. 9373.

Securities Delivery Instructions

Firm

Wells Fargo Advisors

Account Number

19189041
Butler University
DTC #141

Contact

Brittany Black Pelz
Wells Fargo Advisors 8888 Keystone Crossing, Suite 400
Indianapolis, IN 46240
Phone: 317-573-9297
Fax: 317-573-9233

Prior to any stock transfers to the above listed brokerage account please notify the Office of Development Services at 317-940-9373 or by email at mlmille4@butler.edu with details of the securities to be transferred.