Ways to Give

We provide the convenience of fulfilling a commitment over a period of time through multiple credit card payments or automatic preauthorized withdrawals from your checking account (ACH). Please call the UNT Development Office at 940-565-2900 to arrange multiple credit card payments.

If you would like to wire your gift to the Foundation, please use (or have your banker use) the following information:

Wiring Cash Gifts*
To: Wells Fargo
ABA: 121000248
DDA Account: 5690433342
Account Name: UNT Foundation, Inc.
FBO: (Insert instructional information such as endowment account name here)

*To ensure proper handling of cash deposits, please contact Wesley Davis at wesley.davis@unt.edu, or call 940-565-4555 prior to initiating any wire transactions.

Gifts of Securities

Consider investing in the The University of North Texas Foundation. Your gift of securities, especially appreciated stock, offers two tax-smart advantages—a charitable income tax deduction and the elimination of a capital gains tax. There are three ways to transfer securities to the Foundation: electronic transfer, U.S. Postal Service, or hand delivery.

U.S. Postal Service and Hand Delivery of Certificates

You (or the registered certificate holder) should complete the back of the certificate(s), assigning the appropriate number of shares to the The University of North Texas Foundation. Place the unendorsed certificate(s) and a cover letter (including your name, address, and purpose of the gift) in one envelope. In a second envelope, place a signed, signature guaranteed, Stock Power Form (you can obtain one from your broker or local bank). The Stock Power Form must be signed, but do not complete the form.

Send the two envelopes using registered mail or drop them by the Foundation’s office. We’d enjoy meeting you and will provide you with a receipt for the securities.

The Foundation’s MAILING (different from physical address) is:
UNT Foundation
1155 Union Circle, #311250
Denton, TX 76203-5017

The Foundation’s PHYSICAL address for delivery is:
UNT Foundation
801 North Texas Blvd., Suite 149
Denton, TX 76203

For tax purposes, the date of the gift is the date on which the Foundation assumes complete control of the securities. For securities sent through the mail, the gift date is the postmark date on the envelope. For hand-delivered and non-U.S. Postal Service, the credit date is the date received. For securities held in an account, it is the day it was transferred into our account. The donor receives a full credit of the mean value of the stock on the gift date. The Foundation’s policy is to sell the securities as soon as possible and apply the funds to the purpose specified by you.

Make a Gift of Stock

Donors transfer ownership of their securities to the University of North Texas Foundation, Inc. to create endowments or current project support at the University. By transferring publicly traded stock to the Foundation, donors bypass all capital gains and receive a charitable deduction for the average of the high and low values of the security on the date of transfer.

If you make a gift of stock, please notify Wesley Davis, UNT Foundation Controller, at wesley.davis@unt.edu and provide the following information:

• Your name and address (for processing and receipting purposes)
• Contact number where you can be reached
• Stock name and number of shares
• Purpose of gift - program designation to be credited for the gift

How a Donor Makes a Gift of Stock Held in "Street Name" at Their Brokerage

• Donors instruct their broker to electronically transfer ("DTC") whole or fractional shares to the Foundation's account at Deutsche Bank Alex Brown, Dallas, TX: DTC number 443, "FBO UNT Foundation, Inc." using account number 5XJ022403.
• Donors receive confirmation of the transfer from their broker, and an official receipt from the University of North Texas for the value of the gift.

Contacts:
Executive Director
UNT Foundation (940) 565-4555

Doug Wall, Deutsche Bank Alex Brown, Dallas, Texas
Broker for the UNT Foundation, Inc.
(214) 740-7731, (866) 930-7731

How a Donor Makes a Gift of Stock over the Internet

• Donors contact the UNT Foundation for its Charles Schwab account number (8991 7527), and the Charles Schwab DTC number (0164) and code (40).
• Donor implements electronic transfer instructions using their brokerage house website.
• Donors receive confirmation of the transfer from their brokerage account, and an official receipt from the University of North Texas for the value of the gift.

How a Donor Makes a Gift of Stock Certificate(s) That They Are Holding

In Person:

• Donors obtain from their broker or the UNT Foundation office a Third Party Release (TPR) and a Stock Power Form for each certificate gifted.
• Donors bring (a) the completed and signed TPR and Stock Power Form, and (b) their unsigned certificate(s) to the UNT Foundation office.

If Mailed:

• Donors obtain from their broker or the UNT Foundation office a Third Party Release (TPR) and a Stock Power Form for each certificate gifted.
• Donors send the signed TPR and Stock Power Form to the UNT Foundation office.
• Under separate cover, donors send their unsigned certificate(s) to the UNT Foundation office.

Donors will receive confirmation of the transfer from the UNT Foundation, and an official receipt from the University of North Texas for the value of the gift.

The Foundation uses the IRS prescribed method for calculating the value of a stock gift.

"The value of stocks and bonds is the FMV of a share or bond on the valuation date." (IRS Publication 561)

"If there is an active market for the contributed stocks or bonds on a stock exchange, in an over-the-counter market, or elsewhere, the FMV of each share or bond is the average price between the highest and lowest quoted selling price on the valuation date.  For example, if the highest selling price for a share was $11, and the lowest $9, the average price is $10.  You get the average price by adding $11 and $9 and dividing the sum by 2." (IRS Publication 561)

For more information on valuations of Stocks and Bonds, see IRS Publication 561 by clicking here.

Gifts of Capital Assets

It may be to your financial advantage to give a gift of capital assets. Capital assets include real estate, art collections, insurance policies, antiques, jewelry, stamp/coin collections, etc. The advantage of a capital assets gift depends on your circumstances. For example, your estate assets may be distributed over your lifetime in order to reduce future estate taxes.

Charitable Gift Annuity

A charitable gift annuity is a great way to support the University while providing you with a quarterly income, a charitable income tax deduction, and professional investment management. A charitable gift annuity allows you to donate assets to the Foundation in exchange for a guaranteed payment for tax purposes as a combination of non-taxable income, capital gains income, and ordinary income.

Charitable Lead Trust

A charitable lead trust is a managed trust that enables you to transfer assets to your heirs at reduced gift and estate tax costs, and transfer the full appreciated value of assets to beneficiaries with no further gift and estate tax at the termination of the trust. A charitable lead trust pays an annuity or a fixed percentage of the assets to the The University of North Texas Foundation for a specified number of years. At the end of this period, the assets are passed on to the beneficiaries named by the donor.

Life Insurance

You may name the Foundation as an irrevocable primary or contingent beneficiary (should the primary not survive you) of a new or fully paid life insurance policy. The policy’s cash value at the time of donation is deductible as a charitable contribution. You may also continue paying the premiums after donating a policy, in which case the premiums are tax deductible as well.

Bequests

Bequests often establish a named gift fund (scholarship, memorial fund, etc.) honoring the memory of yourself or a loved one while assisting the University with its programs in an area of your choosing. In addition to leaving a legacy at the University, naming the Foundation as a beneficiary (or contingent beneficiary) in your will (or your spouse’s will) can reduce the amount of federal estate tax your heirs are assessed.