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Gifts
of Securities
Gifts of Stock
Transferring gifts of stock directly to the USI Foundation may enable you to
avoid capital gains tax. Please contact your own advisor for more
information.
Transferring Gifts of Stock
Either:
Arrange for an electronic stock transfer by having your broker or agent
contact the Foundation accountant at (812) 465-1081 for up-to-date transfer
instructions.
Or:
Mail your stock certificate without endorsing it, and mail - in a separate
envelope - a signed stock power authorizing gift of stock to USI Foundation.
Mail to: USI Foundation, 8600 University Blvd., Evansville, IN 47712
Or:
Deliver your endorsed stock certificate to Old National Trust, Old
National Bank in Evansville.