Donating securities to SUUS can be a good way to fulfill pledge obligations or make other donations, with tax benefits. Here is information on why you should consider donating stocks to SUUS: Stock Gift Tax Benefits: https://www.uua.org/giving/make-gift/giftsstock/tax-benefits
Our Vision Fund holdings are invested with the UUA Common Endowment Fund (UUCEF). This is a diversified investment fund seeking current income and long-term investment returns through portfolio allocation and professional asset management with UU socially responsible investing goals. Donors interested in giving securities through the UUA can find all the info they need at https://www.uua.org/giving/make-gift/giftsstock
To donate securities or to take your required minimum distribution (RMD) from your retirement fund to fulfill your PLEDGE, two forms need to be filled out if you go through the UUCEF.*
1) CLICK HERE to fill out the Stock Gift Notification form – this tells the UUA what to expect, from whom, and what the gift is for. This is crucial info to submit before the transfer starts to ensure the transfer goes smoothly and that there are no delays. This is also where you will specify that the gift will pay your pledge.
Stock gifts intended for our Vision Fund go through a whole different process and to a different brokerage account. You should contact our Vision Fund Custodians for details
2) CLICK HERE to fill out the transfer instructions – this is the info you will need to give your broker, who will initiate the transfer. As we approach the end of the calendar year, it’s important to start early to make sure you get their transfers in during the 2022 calendar year
If you have any questions about this process please contact Mary Strieff for information
Thank you for your generosity and continued support of SUUS.