** Info for how to wire transfers

Please note that you must contact the Office of Philanthropy's Operations team prior to making a gift of securities to ensure receipt of your gift. Without advance notification, we cannot guarantee that Northern Trust will accept the transfer. Thank you for your cooperation.

Bank Information:

Why give Stocks

“Proud to Work Here. Proud to Give Here.” is a Universitywide awareness and fundraising effort that invites faculty and staff to show their pride with a one-time or recurring gift to the UMB school, scholarship, program, fund, or cause that matters most to them.

Faculty and staff can participate by selecting one of the following options:

1. Make a one-time or recurring credit card gift or digital wallet gift (PayPal, Venmo, Apple Pay, Google Pay) via our secure giving site.
2. Set up a payroll deduction gift via our payroll deduction portal.

Proud to Work Here, Proud to give here

Fortunately for many, investments and other income sources in retirement mean that retirement savings are in excess of annual and lifetime needs.

Why give IRA Assets

Enter your company name in the search box to see whether it will match your contribution and then follow any instructions to complete additional forms or submit requests to the corporation.

More about Matching Gifts

While multiple ways exist to make charitable gifts through estate plans, by far the two most commonplace are a provision in a will or living trust and/or naming a charity a percent beneficiary on a retirement plan or insurance policy.

A written provision can be as simple as “…I give X to Y for Z,” or highly detailed depending on the desires of the donor. If you are interested in considering a gift more specific than the suggested bequest language can provide, please contact the Office of Planned Giving to have a confidential discussion about what you wish to do. 

How to give by Bequests

Do you own debt-free real estate (residential, agricultural, industrial, or undeveloped) available to you for gifting purposes? If the answer is yes, you have four basic options:

1. You can give it outright, and the foundation handles the sale, delivering the sales proceeds to the school, department, fund, or designation you make.
2. You can give it, the foundation sells it, and you receive income.
3. You can give it and live in, use, or rent it out the rest of your life.
4. You can sell it at a discount to the foundation, which in turn sells it and applies the gross proceeds to your designation.

How to Give Real Estate

For donors who are both charitably inclined and looking to accomplish significant tax planning, a specialized trust generates a significant income or gift tax deduction that can be used to either offset a high-tax year or pass a large amount of assets onto heirs without them being taxed.

Charitable Gift Annuities 

The charitable remainder trust (CRT) is the most flexible and versatile type of these gifts (the other type being charitable gift annuities), allowing donors to customize income to their needs, convert illiquid assets into a new stream of income, or a host of other financial and estate planning goals that can be accomplished through a charitable trust.

Benefits of a Charitable Remainder Trust

A charitable lead trust is a gift where you give the income (or partial liquidation) an asset for a set period of time, after which time the remainder either returns to the donor/spouse or passes on to heirs.

Charitable Lead Trusts

Have you passed your 70th birthday? Do you make charitable contributions? If so, you need to know about an option the IRS has created for donors ages 70½ and older — the ability to make tax-free charitable donations from a traditional IRA.

Give through Qualified Charitable Distributions