Make a Gift of Securities
Thank you for considering a gift of securities in support of Rice. 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 may be able to claim the full market value of donated shares as a charitable deduction on your income tax.
- You may be able to avoid paying capital gains tax on the increase in the value of your shares given to Rice.
- Please consult your tax professional for more information.
To contribute securities directly to Rice, please notify us of your intentions to transfer stock so we may identify, allocate and acknowledge your gift. To do so, please contact:
Office of Development MS-81
c/o Melanie Boyd
PO Box 1892
Houston, TX 77251-1892
If your securities reside with a bank, trust, brokerage house or corporation: Please complete the Stock Instruction Letter, send the original to your broker, and send a copy of it to Rice. If your broker requires the use of their form, please send a copy to Rice, along with a note indicating the designation of your gift.
If you hold the paper certificates: Please mail the unsigned stock certificates and a completed Stock and Bond Power form, and a Stock Transfer Form to Rice. The stock certificates should be certified mailed separately - and at the same time - to the mailing address above. Please include a note indicating the designation of your gift, as well.
If the stock is registered in more than one name, each person must sign the forms.
If you are giving more than one type of stock, a Stock and Bond Power form is needed for each stock.
Note: Raymond James & Associates Inc. is Rice's primary broker and will accept securities from any financial institution.