Stock Transfer

A gift of appreciated stock is an excellent way to make a gift while simultaneously avoiding a capital gains tax and taking a charitable deduction.

Assuming the donor has a broker, the donor should advise the broker that he or she wants to make a gift to The University of Texas at Austin. As well, the donor should send a letter or an email to Kelsey Evans containing the following information:

The name of the stock
The number of shares
The donor’s name and address
What the stock will be used for (specific use and purpose)
The stock gift will actually be made to the Board of Regents of The University of Texas System for the use and benefit of The University of Texas at Austin. All stock transfers are coordinated and accepted through the UT System Office of Estates and Trusts. For specific transfer instructions including DTC account number and wiring information, please email or call:

Jean Bennett
Associate Director
Endowment Compliance & Operations

Office of External Relations
The University of Texas System
210 West 7th Street
Austin, TX 78701

512-579-5142

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If you have other questions about a stock gift, please contact the Kelsey Evans at (512) 471-6151 or email her at This email address is being protected from spambots. You need JavaScript enabled to view it..