Stocks and Other Assets

Gifts of Stock

Gifts of appreciated securities and closely held stock can be extremely beneficial -- both to you and to UMass Dartmouth. You may receive an income-tax deduction equal to the fair market value of the securities, as well as reduce or eliminate capital gains taxes. Gifts of stock and mutual funds are coordinated by the UMass Foundation through BNY Mellon. Please contact Valerie Au at 508.999.8826 for more information.

Gifts in Kind

Gifts in kind are non-cash gifts of physical assets or services that may be donated to help fulfill the university's mission. Please use the Gifts in Kind form to make a donation or contact Valerie Au at 508.999.8826 for more information.