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Making a stock gift

Gifts of appreciated stock or mutual funds may be a tax-wise and effective way to support the University of Maryland, Baltimore through the University of Maryland Baltimore Foundation, Inc. Stock certificates may be transferred electronically through your broker or you may reassign the actual certificates by sending them directly to the Foundation. Mutual funds must be transferred to a UMB Foundation account at the same brokerage.

For more information on the benefits of giving appreciated securities and other planned giving options, click here.

If you plan to reassign actual stock certificates or donate shares of a mutual fund, please contact the Office of Development Operations to coordinate the transfer (see contact information below).

If you would like to initiate an electronic transfer through your broker, please complete the form below and click Submit so that we may provide you with our stock transfer instructions.

Note: Notifying the Foundation that you plan to make a stock gift does not initiate the transfer or obligate you in any way to complete the transfer. When you submit the form below, you will receive an email confirmation with instructions for transferring your stock electronically. You must initiate the transfer through your broker or brokerage house.

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If you prefer, please contact Jan Wright, Director, Development Operations at 410-706-4385 or at for transfer instructions.

Gifts for the University of Maryland, Baltimore are administered by the University of Maryland Baltimore Foundation, Inc., a 501(c)(3) organization, and are tax deductible to the extent allowed by law.