Securities

It is almost always to your advantage to contribute long-term appreciated securities directly to Rice rather than selling them and donating the proceeds of the sale. Why?

• You can claim the full market value of donated shares as a charitable deduction on your income tax.
• You will avoid paying capital gains tax on the increase in the value of your shares given to Rice.

Procedure for contributing securities directly to Rice:
(**Please notify us of your intentions to transfer stock so that we can accurately identify, allocate, and acknowledge your gift.**)

If a bank, trust, or brokerage house holds your stock certificates:: You, your trust officer, or your broker should contact Rice at 713-348-5800 or lnunez@rice.edu. Let us know what is being given, and we will provide instructions on how to complete the transfer of shares.

If you hold the stock certificates yourself: Mail the unsigned stock certificates and a completed stock power form in separate envelopes—and mailed at the same time—to:

Liz Nunez
Rice University
Resource Development—MS 80
P.O. Box 1892
Houston, TX 77251-1892

We recommend that you use certified mail when sending both your certificates and executed stock power form. In one of the envelopes, please include a completed contribution form or note indicating the designation of your gift.

If the stock is registered in more than one name, each person must sign the stock power form. Sign only your name(s) on the stock power form. Rice will complete all the other information, including the guarantee of signature(s) when the stock certificate is being sent for transfer.

If you are giving more than one type of stock, please send a stock power form for each stock.

If a corporation holds your stock certificates: Contact us at 713-348-5800 or lnunez@rice.edu.