Stock Information
Stock gifts are just one way that donors
may make a contribution to the University. Accounting information is
necessary for the donor’s broker to transfer the stock to the
University. Donors or their brokers should contact the Gift Processing
Department directly to receive this information.
At the time of contact, the donor or broker should also provide the
following information:
-
the name of the stock to be expected.
-
the number of shares or the
approximate value of the stock to be expected.
-
the name of the donor or donors
making the stock contribution.
-
what designation the donor wishes to
make the contribution to.
This information is not regularly
provided to the Gift Processing Department when the stock transfer is
made. Therefore, having this information in anticipation of the stock
transfer accelerates the process and ensures that the donation is
processed according to the donor’s intent.
It is best that the donor or broker
contact the Gift Processing Department at:
(207) 581-1148 (207) 581-3565 (866) 578-2156
University Personnel should
contact the Gift Processing Department when
donors convey such information. |