Please copy Kathy Hamnett at Princeton Alumni and Donor Records (fax to 609.258.6773) 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 Annual Giving of "x" shares of "XYZ" Corporation. Please transfer the stock to Princeton University via DTC as follows:
UBS Financial
DTC#0221
Trustees of Princeton University
Account #PT-57000-LM
Attn: Robert Moses
2. Please send a copy of this correspondence to Alumni and Donor Records:
Kathy Hamnett
Princeton University
PO Box 5357
Princeton, NJ 08543-5357
or via fax to 609.258.6773
Questions about stock gifts? Please contact Kathy Hamnett at 609.258.0160 or e-mail stock@princeton.edu
Note: Your gift is valued on the day that the stock is received in a
Princeton account. Gifts of securities that are held for more than one
year may be deducted at the full market value.
Remember to always notify the Annual Giving office of the details of any stock sent electronically to ensure proper crediting and acknowledgment of the gift.
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