Transfer Stock to the University of Delaware

One of the most advantageous ways to contribute to the University is through a gift of stock. Making a gift of securities is simple and offers a number of valuable financial benefits:

• You can donate appreciated stocks, bonds or mutual funds
• The total value of the stock upon transfer is tax-deductible
• There is no obligation to pay any capital gains taxes on the appreciation

Procedures for Stock Gifts

If you wish to make a gift of securities, please contact the Development Office at 1-866-535-4504.

When you contact the Development Office, please notify them if you have an account with a brokerage firm. If you do, and it is one where UD also maintains a brokerage account, the Development Office will provide you with UD account information. If not, your broker should use the following M&T Securities brokerage information to transfer the securities:

M&T Securities
Account number AZD949659
Pershing LLC, DTC #0443

In either case, the Development Office will also need the following information from you:

• Name of Stock
• Number of shares
• Designation
• Time frame expected
• Name of brokerage account

You will need to provide instructions to your broker to initiate the transfer to one of the accounts held by UD. It is important that you authorize the broker to disclose to the University your name and the details pertaining to the stock transfer. This will allow UD to efficiently identify the gift when it arrives.

Contact Suzanne Deshong at 302-831-8964, Deshong@udel.edu or any member of the Development Office for additional information, if you do not have a broker, or for any other assistance with the transfer of the gift to the University.