Related Links

·  Gift illustration  ·  Complete gift description  ·  Is this gift for you?  ·  Important reminders  ·  Details on stock transfer

« Back

Appreciated Securities
(Details on transferring stock)

How to contribute gifts of securities

Making gifts of appreciated securities need not be complicated. When giving securities, be sure to consult with your financial advisors and/or attorney. Additional time should be allowed for completion of such gift transactions.

For information on how to wire cash or transfer stock, please contact:
Jodie Ralston
Syracuse University
Advancement Services
820 Comstock Avenue
Syracuse, NY 13244
Phone: 315.443.1718
Fax: 315.443.5169
E-mail: jralston@syr.edu

Securities held by your broker

Inform your broker in writing that you wish to give appreciated securities to Syracuse University. Be sure to let the broker know when you’d like the transfer made. Your broker will need to call us at Tel: 315-443-3033 | 888-352-9535 to obtain pertinent account information.

Certificates you hold

If you hold the actual stock certificates, you will need to sign a stock power form for each certificate you contribute. You may obtain a stock power from any broker or financial institution. When you sign the power, be sure to sign your name precisely as it appears on the certificate. For example, if you are listed as John A. Johnson on the certificate, sign it John A. Johnson.

When mailing the certificates, use two envelopes. In the first envelope, place the unendorsed certificates. In the second envelope, place the signed stock power(s). Send them to us on the same day by certified mail. Our address is:

Syracuse University
820 Comstock Ave
Syracuse, NY 13244-5040

Mutual funds

Mutual fund transfers usually take a longer time to transfer as each mutual fund company has its own requirements for making charitable contributions. Contact the customer service department at your company to secure the forms needed and then call us at Tel: 315-443-3033 | 888-352-9535 to discuss your intent. We may need to create an account with your mutual fund company before the transfer can occur, so allow at least one month for the transfer.