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Gifts of Stock or Bonds

Many donors to the University of the Pacific, Arthur A. Dugoni School of Dentistry make outright gifts and pledges in the form of appreciated securities rather than cash, providing an extra tax advantage.

If you itemize your tax return, you are entitled to a charitable income-tax deduction for the full value of your gift, provided you have owned the securities for more than 12 months.

You avoid paying a tax on capital gains that you would owe if you sold the securities. Gifts of securities are deductible for federal tax purposes up to a limit of 30% of your adjusted gross income.

To make a gift of stock or securities, transfer them to University of the Pacific, Arthur A. School of Dentistry (Tax ID# 94-1156266):

The simplest way to make your gift is to instruct your broker to electronically transfer the number of shares you wish to donate to our account listed below. Our broker is instructed to sell all gifted securities immediately. Our receipt, for your tax records, will be based on the average of the high and low sales price of your stock on the day the transfer was made.

Our Broker is:

Mr. Larry Watts
Morgan Stanley
3421 Brookside Road, Ste. A
Stockton, CA 95219
209.476.2857

Our Account Number is:

DTC #: 0015
ACCT: University of the Pacific
Arthur A. Dugoni School of Dentistry/
105-022521-016

If you have the actual certificates, please call for instructions.

Important:

Please download the Fax-Back Information Form. You will need to print the form, complete it and fax it back to us with the amount of your gift and your instructions for its use.

If you have questions about making your stock transfer, please call our broker. For questions about making a gift to the dental school, contact the Development Office at 415.929.6431.