Gifts of Stock
Donating appreciated securities is a great way to support Delta Sig’s mission to Build Better Men and avoid paying capital gains taxes!
How to Make a Gift of Stock
Delta Sigma Phi Foundation has partnered with FreeWill to make it even easier to donate stock. When you transfer appreciated assets to Delta Sigma Phi Foundation, you avoid paying capital gains tax and become eligible to take a charitable deduction for the entire donation amount if you own the stock for at least one year and itemize deductions. Using this tool, it only takes a couple of minutes to access account information to share with a broker or fill out the forms online to complete the gift electronically. Learn more and get started!
If you prefer, you can also contact your financial advisor to transfer the securities to the Foundation. As you do, we ask that you let us know! Please contact Nathan Wight, Chief Advancement Officer, at firstname.lastname@example.org or 317.607.8565 to inform him of the transfer. We will be sure to allocate the funds as requested and provide a tax receipt for you.
It may be helpful to contact Stephanie Doane, our UBS Representative at (317) 816-1833. She can help answer any questions you may have and facilitate the transfer.
The Federal Identification Number for the Delta Sigma Phi Foundation is 84-6035598.
You can direct your gift to:
UBS Financial Services
FBO Delta Sigma Phi Foundation
Account 2H-15XXX (The full account number has been masked for security purposes and can be obtained by calling the Foundation or UBS directly.)