Stock Transfers

By transferring ownership of appreciated securities to the UUCSS (as a gift or part of your pledge), you are able to claim a charitable income tax deduction for its current full market value, but you avoid the incurrence of capital gain tax that you would owe if the stock were sold.

The UUA will provide you with a letter for your records confirming your gift, including the amount and date of the gift.

Please click on the following links if you wish to donate stock to the congregation:

Securities Notification Form
US Bank Securities Transfer Instructions

On the UUA gift form you should clearly state the Gift Purpose, e.g., gift to Unitarian Universalist Congregation of Saratoga Springs.