Stock and Wire Transfers

Gifts of Cash

By wire:

Gifts of stock

Broker to Broker using DTC:

Please contact:

 

Physical stock certificates:

Please contact:

 

Please note the following important information:

Physical certificates are NOT the preferred method of gifting securities. Broker to broker transfers are the desired way to handle gifts of stock.

If physical certificates in Donor’s name are used, the Donor should not sign the certificate, but should instead provide a signed stock power. The unsigned stock certificate and a signed stock power/letter of intent should
be mailed to the transfer agent.

A sample stock power/letter of intent (“Gifting Letter of Intent”) is attached and can be used as a template for purposes of the wording desired.

If the certificate(s) is signed, it should definitely be sent certified mail as a safety precaution.

To access the Gifting Letter of Intent choose from either PDF or WORD format by clicking the link below:
Gifting Letter of Intent (PDF)