Make a Stock Gift
Stock Transfer Instructions
The following are the current instructions to transmit gifts of publicly traded securities of less than 25,000 shares:
IF THE SECURITIES ARE REGISTERED IN BOOK FORM/STREET NAME AT YOUR BROKER:
The gift of securities can be transferred to the Boston University account by providing the following transfer instructions to your broker exactly as follows:
State Street Brokerage Services, Inc.
DTC clearing #0226 National Financial Services (NFS) for further credit to: account #AB2 864366
Account Name: Trustees of Boston University
Boston University EIN: 04-2103547
*Gift date is the date of receipt in Boston University’s account.
IF THE SECURITIES ARE HELD AS PHYSICAL CERTIFICATES IN YOUR NAME:
You should send the stock certificate(s) along with a transmittal letter by certified mail to the following address:
University Development and Alumni Relations
1 Sherborn Street, 7th Floor
Boston, MA 02215
Attn: Giliane Bader-Wechseler, Associate Director, Donor Relations
You should also sign the backside of the stock certificate or an irrevocable stock power transferring ownership to the Trustees of Boston University. The signature on the stock power must be guaranteed by an eligible guarantor institution such as a commercial bank, trust company, securities broker dealer, credit union or savings institution participating in a STAMP Medallion program approved by the Securities Transfer Association, Inc.
*Gift date is the postmark date as mailed to Boston University.
IF YOU INTEND TO TRANSFER MUTUAL FUNDS
Most mutual funds can be transferred directly to our State Street broker. Your broker should contact the following person at State Street Brokerage to assist with the transfer of Mutual Funds:
Mark Hunter
Phone: :617-664-6028
*Gift date is the date of receipt in the State Street Brokerage House Account.
IF YOU INTEND TO TRANSFER GOVERNMENT BONDS
Government bonds should be transferred to the Boston University State Street account by providing the following instructions to your broker:
Book to Chase Manhattan Bank
NYC/NFSC
ABA # 0210-0002-1
PTC Identifier # NFSCF
Trustees of Boston University – account #AB2 864366
*Gift date is the date of receipt in the State Street Brokerage Account.
To help us track your transfer in a timely manner, please inform a contact person at Boston University of
• The company stock/ mutual fund you intend to transfer, OR the approximate value of your gift
• Your stock broker’s name and telephone number, and where at the University your gift should go
Your Boston University contacts are:
• Holly Lindner, BUSM Alumni Association Development Director, 72 E. Concord Street, Room L-120, Boston, MA 02118. Phone: 617/638-5150, E-mail: alumbusm@bu.edu
• Giliane Bader-Wechseler, Associate Director of Gifts, Gifts & Records, 1 Sherborn Street, Floor 7, Boston, MA 02215. Phone: 617/353-6347, E-mail: gbaderwe@bu.edu
