Giving in the USA

To make a gift to the University of Sheffield in America, please download the donation form from the right-hand margin, or contact Helen Rey, Executive Director. Email: helen.rey@sheffield.ac.uk Tel: +1 509-994-5102

Your gift is tax deductible

Alumni and supporters who pay tax in the United States are eligible for tax deductions on the gifts they make to the University of Sheffield in America, in favour of the University.

The University of Sheffield in America, Inc. is the University's sister organization in the United States. It is a 501(c)(3) non-profit organisation in accordance with the Internal Revenue Service code. Our tax EIN is 30-0207689.

By making your gift to the University of Sheffield in America, your gift will be tax deductible to the maximum extent allowed under US law. Tax deductions will apply to gifts of cash, shares and property, made either now or in your estate.

Company matching gifts

The University of Sheffield in America can also accept tax-deductible contributions from US corporate matching gifts programs. Please ask your employer, and send the relevant paperwork with your donation.

Gifts of stocks and shares

Did you know that a gift of stock or shares is tax deductible in the same way as a gift of cash? The value of donated stock can be claimed as a charitable gift on your tax return. And, a gift of long held appreciated stock will also be free from Capital Gains Tax; effectively providing two tax savings in one.

“For us, donating stock directly to the University of Sheffield in America, rather than selling the stock, had two distinct advantages. One was convenience: the gift was done all in one step, rather than a sale and then a donation. Another was that our gift was effectively larger by virtue of not having to pay out capital gains tax. It really made sense for us to support in this way.”- Dr Ellen Friedman and Dr. Ted Dunning (PhD, 1999), California.

It is easy to donate stocks and shares to the University of Sheffield in America. We work with a brokerage firm to help you transfer your stock, the proceeds of which go to the Alumni Fund or a project of your choice. Please contact Helen Rey in the first instance. Email helen.rey@sheffield.ac.uk Tel: +1 509-994-5102.

Testamentary bequests

Bequests made by US taxpayers to the University of Sheffield in America are deductible for US estate tax purposes, and there is no limit on the amount of charitable estate tax deduction.

Suggested wording for a Will or Codicil, to be discussed with your lawyer:

'I leave, devise and bequeath the sum of $________________ to University of Sheffield in America, Inc., EIN 30-0207689, a 501(c)(3) organization established under the laws of Delaware, or, if such organization is not still in existence and a 501(c)(3) organization, then to the University of Sheffield in Sheffield, UK.'