Additional Ways to Give
Gifts made through estate planning have a transformational impact on the University while potentially creating a more advantageous situation for your heirs by reducing their tax burden.
For additional information, please contact Willie Young or Debbie Sprang in the Office of Gift Planning at 615-460-5517 or email@example.com. We look forward to talking with you!
Donors may enjoy substantial tax savings by transferring gifts of appreciated securities to Belmont. A gift of securities may be deducted at fair market value on the date of the transfer to Belmont. Gifts of long-term appreciated assets (securities owned for at least one year and one day) are particularly beneficial in terms of tax savings. In addition to receiving a charitable deduction for the full fair market value of such a gift, you completely avoid the capital gains tax and any sales commission that would be payable upon the sale of the security.
To make a gift of securities, first notify the Office of Development at 615-460-5517. Please provide the name of the company, number of shares, the designation of the gift, and your broker’s name and phone number.
If your securities are with a bank or broker, you may transfer your shares to Belmont’s account at Janney Montgomery Scott, LLC by DTC wire. You should instruct your broker to transfer the gift to Belmont University. Please remind your broker to include your name with the transaction or call Belmont after the transaction is made to inform us of who made the gift.
If the security is held in paper, please deliver the stock gift in paper form directly to Belmont University.
General wiring of Stock:
DTC Number : 0374
Belmont University Gifting Account: 6815-7857
Janney Montgomery Scott, LLC
Mr. Kim Richardson – Vice President/Wealth Management
Phone: (615) 538-9928
Attn: John Malone, Belmont University
General wiring of Cash:
For assistance to wire a cash gift, please contact the development office at 615-460-5517.
For information on matching gift programs that could double or even triple your gift, click here or call 615-460-5517
Belmont University accepts gifts-in-kind that are appropriate to its mission. Gifts-in-kind may include, but are not limited to, works of art, scientific equipment, books, real estate, etc. If you are interested in donating an item to Belmont, please fill out the Gift in Kind form or contact the Office of Development at 615-460-5517.