Gifts of appreciated long-term securities, including stocks, bonds and mutual fund shares, may generate very favorable tax benefits for the donor. At the time the gift is made, the donor may receive a tax deduction for the fair market value of such securities if owned for more than 12 months.
Depository Trust Company Instructions
Depository Trust Company #:
Trinity Account #:
Important Note To Financial Institution Or Donor
The Office of University Advancement wants to credit the gift to the proper donor. Please contact UMass Lowell’s Advancement Office with the name of security, number of shares, and donor name when the gift is sent. Thank you.
Office of University Advancement
University of Massachusetts Lowell
One University Avenue
Lowell, MA 01854