A Tax-Efficient Way to Support Education and Opportunity

Donating appreciated stocks, securities, and other eligible financial assets can be one of the most effective ways to support charitable causes while creating meaningful impact.

FUNDACION UNIVERSITARIA DO PRIVADA INC welcomes gifts of stock and securities as part of our commitment to expanding educational opportunities, supporting scholarship initiatives, strengthening communities, and advancing long-term educational development.

By donating financial assets, supporters can help create lasting change while contributing to programs that promote learning, leadership, and opportunity.

Why Donate Stocks and Securities?

Many donors choose to contribute appreciated assets because it can be a strategic and efficient way to support charitable organizations.

Gifts of stock and securities may provide advantages that differ from cash donations, depending on individual circumstances and applicable tax regulations.

Donors are encouraged to consult with their professional tax, legal, or financial advisors regarding their specific situation.

Assets That May Be Eligible

Depending on applicable regulations and organizational capabilities, gifts may include:

Publicly Traded Stocks

Shares listed on recognized stock exchanges.

Securities

Eligible marketable securities and investment holdings.

Mutual Funds

Certain publicly traded investment funds.

Exchange-Traded Funds (ETFs)

Eligible ETF holdings.

Other Financial Assets

Additional asset types may be considered on a case-by-case basis.

Please contact our team before initiating any transfer.

Why Consider a Gift of Stock?

A gift of stock or securities may help:

• Support educational opportunities.

• Expand scholarship programs.

• Strengthen community initiatives.

• Create long-term impact.

• Support future organizational growth.

• Contribute to sustainable charitable initiatives.

For many donors, stock gifts represent an opportunity to maximize philanthropic impact while supporting causes that matter to them.

The Impact of Your Gift

Contributions received through stock and securities donations may help support:

Scholarships

Expanding educational access for individuals facing financial barriers.

Educational Development

Supporting learning, training, and professional growth initiatives.

Leadership Development

Helping develop future leaders and changemakers.

Community Impact Programs

Strengthening communities through education and opportunity.

Organizational Sustainability

Supporting the long-term growth and effectiveness of the foundation.

How the Donation Process Works

Step 1: Contact our team to discuss your intended gift.

Step 2:  Receive current transfer instructions and organizational information.

Step 3: Coordinate the transfer with your financial institution, broker, or advisor.

Step 4: The transfer is completed and acknowledged by the organization.

Step 5: Appropriate documentation and acknowledgment are provided in accordance with applicable regulations.

Important Information 

Because transfer instructions, brokerage information, and organizational receiving accounts may change over time, we recommend contacting us directly before initiating any transfer. 

This helps ensure that all information is current and accurate.

Working With Financial Advisors 

We welcome collaboration with:

• Financial advisors.

• Wealth managers.

• Family offices.

• Estate planning professionals.

• Tax advisors.

• Philanthropic consultants.

Our team is available to assist advisors and donors throughout the giving process.

Transparency and Stewardship

FUNDACION UNIVERSITARIA DO PRIVADA INC is committed to responsible stewardship, transparency, and accountability.

All contributions are managed in support of our mission and organizational objectives.

Information regarding our governance, organizational activities, and impact is available through our Transparency Center.

Supporting Future Generations

Every gift helps create opportunities that may positively impact individuals, families, and communities.

By donating stocks and securities, supporters help expand access to education, strengthen scholarship initiatives, and contribute to meaningful and lasting social impact.

Together, we can build a future where education and opportunity are accessible to more people around the world.

Contact Our Philanthropy Team

If you are considering a gift of stock or securities, we invite you to contact our team for current transfer instructions and additional information.

We would be honored to assist you in creating meaningful impact through strategic charitable giving.

FUNDACION UNIVERSITARIA DO PRIVADA INC
Education · Opportunity · Transformation

Building partnerships to generate a positive and lasting impact worldwide.