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to make your securities gift 1. Electronic transfer: Sign a transfer authorization, a letter of instruction providing the security name and number of shares to be gifted, and a stock power form. Provide your broker or bank with the UW-Eau Claire Foundation’s brokerage information. 2. Mail security certificate and stock power form: In separate envelopes, send the following to the UW-Eau Claire Foundation: (1) the security certificate WITHOUT an assignment or endorsement; and (2) a signed stock power form with a guaranteed signature by a bank officer or stockbroker. On the stock power form, write “University of Wisconsin-Eau Claire Foundation” in the blank following the words “hereby sell, assign and transfer unto.” Both documents required in Option 2 should be sent via certified mail to: UW-Eau Claire Foundation Receipt Procedures • The gift value is calculated by using the median price between the high and low prices on the date of the gift. • The UW-Eau Claire Foundation will issue the donor an official receipt for tax purposes with the gift value. In addition, the Foundation will provide a Form 8283, if requested by the donor. • This gift value is the amount that will be transferred to the UW-Eau Claire Foundation fund designated by the donor. For More Information
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