Securities
ELECTRONIC STOCK TRANSFERS
There is a reasonable chance that the Foundation already has an existing account with a donor's brokerage firm. The stock transfer can take place within that firm, from donor to Foundation account. Advise the broker to attach the donor name to the transfer and provide the Foundation with a copy of the instructions. Doing so enables the Foundation to accurately record the gift and expedite a gift acknowledgement. If there is no Foundation account set up at the brokerage, then the donor should ask his/her broker to transfer stock to one of the Foundation's brokers.
The gift valuation date is the date that the stock is received in the Foundation's account.
For more information, or for the Foundation's current brokerage account information, please contact the Investment Department at 541.302.0286, or laurac@uofoundation.org.