Gifts of Appreciated Securities
(Is this gift for you?)

A gift of appreciated securities is for you if ...

• You're holding stocks, bonds, or mutual fund shares that have risen in value.
• You want to maximize your deduction but not incur capital gains tax.
• You want to make an outright gift to us, or a gift that will first return lifetime payments to you.

For more information

Email us, complete the personal illustration form, or call us at 860.486.6135 so that we can assist you through every step of the process.

Hal C. Reed, JD, CFRE
Assistant Vice President for Planned Giving
The University of Connecticut Foundation, Inc.
Storrs, CT 06269-3206
Telephone: 860.486.6135
Toll-free: 800.269.9965, Extension 6135
Facsimile: 860.486.1615
E-Mail: hreed@foundation.uconn.edu