Stocks and Securities

Stocks and Securities

Benefits of Gifts of Appreciated Securities

Investors who have owned an appreciated stock or mutual fund for more than one year can donate those securities to a charity and receive a tax deduction for the fair market value of the securities and eliminate any capital gains assessments on the future sale of the securities.

We recommend that you consult with your tax advisor prior to making a gift so that you are certain of the benefits in your particular situation.

Donations of Stock and Securities

To make a donation of stock or other securities to the UDNF, please use the information below.

Stock Donations

US Bancorp Investments
475 E. 200 S
Salt Lake City
Utah 84111

Phone: 801.534.6098
Fax: 801.364.4974


Joshua Ready, Senior Vice President Wealth Management
Barbara Kimball, Wealth Management Associate

Wire Donations

US Bancorp Investments
475 E. 200 S
Salt Lake City, Utah 84111

If you have any questions or need assistance making a stock or wire donation, please contact:

Amy Gray
Undiagnosed Diseases Network Foundation
1012 14th St NW
Suite 500
Washington, DC 20005