Gifts of securities either held by your bank or brokerage or held by you offer significant tax advantages for alumni, parents, and friends and are easy to make. Please contact us for information about gifts of mutual funds or other questions:

Who?
Title
Phone Number

email

Our legal name is: ?
Our tax ID number is: ?


Securities Held by Your Bank or Broker

Please copy WHO? on any correspondence with your brokerage or bank to avoid unidentified gifts.

1. Provide written gift instructions to your bank or broker.

A sample instruction letter might read:

Per our recent telephone conversation, I wish to make an irrevocable gift to Princeton University of "x" shares of "XYZ" Corporation. Please transfer the stock to Princeton University via DTC as follows:

UBS Financial
DTC#0221
Our Legal Name
Account #PT-57000-LM
Attn: William Irwin Thompson

2. Please send a copy of this correspondence to WHO?:

Name/Department?
Ross School
18 Goodfriend Dr.
East Hampton, NY 11963


Securities Held By You

If you hold a stock certificate, please send it to us with a stock power form. For safety and simplicity, you should send the certificate and stock power form separately.

1. Send your certificate(s) without any endorsement, assignment, or other notation to:

(by first class mail)
Name/Department?
Ross School
18 Goodfriend Dr.
East Hampton, NY 11963

(via overnight carrier)
Name/Department?
Ross School
18 Goodfriend Dr.
East Hampton, NY 11963

Enclose a letter stating which of the family of funds you wish to contribute to.

2. Download and print out a stock power form (we don’t have one. Where do we get one?), one for each separate security, if applicable.

3. Sign the stock power exactly as your name appears on the certificate and leave the rest of the form blank.

4. Mail the signed stock power in a separate envelope, along with a copy of the letter that accompanied the certificate, to the address above.


Questions about stock gifts?

Please contact WHO? at phone number or email email address.

Our legal name is: ?
Our tax ID number is: ?

Note: Your gift is valued on the day that the stock is received in a Ross account. Gifts of securities that are held for more than one year may be deducted at the full market value.