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Invest in UMass Extension

Gifts of Appreciated Securities

UMass Extension offers an attractive giving option for those who possess appreciated securities and wish to make a valuable contribution to Extension. A gift of appreciated securities is a popular alternative to a cash gift because it allows the donor to make a larger gift than he or she may otherwise be able to afford. This type of gift also allows the donor to save taxes twice. Not only does it provide an income tax deduction for the full fair market value of the securities (if held more than one year) but capital gain taxes are also avoided on the appreciated value.

To Transfer Stock Certificates:

Call Jessica Dizek, UMass Extension at (413) 545-1445 or

Stock Certificates in the name of the University of Massachusetts, Amherst, Extension can be sent to:

Records and Gifts Processing Office
University of Massachusetts Amherst
Memorial Hall
Amherst, MA 01003

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