Giving Stock

Gifts of securities either held by your bank or brokerage or held by you offer significant tax advantages for alumni, parents, and friends and are easy to make.

Please contact us for information about gifts of mutual funds or other questions:

Caroline Sbraga
Alumni and Donor Records
609.258.5067
stock@princeton.edu


Securities Held by Your Bank or Broker

Please copy the Office of 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 J. Moses

2. Please send a copy of this correspondence to Alumni and Donor Records:

Office of Alumni and Donor Records
Princeton University
PO Box 5357
Princeton, NJ 08543-5357

or via fax to 609.258.6773


Securities Held By You

If you hold a stock certificate, please send it to us with a stock power form. For safety and simplicity, you should send the certificate and stock power form separately.

1. Send your certificate(s) without any endorsement, assignment, or other notation to:

(by first class mail)
Office of Alumni and Donor Records
Princeton University
PO Box 5357
Princeton, NJ 08543-5357

(via overnight carrier)
Office of Alumni and Donor Records
Princeton University
330 Alexander Street
Princeton, NJ 08540

Enclose a letter stating Annual Giving as the purpose of your gift.

2. Download and print out a PDF iconstock power form, one for each separate security, if applicable.

3. Sign the stock power exactly as your name appears on the certificate and leave the rest of the form blank.

4. Mail the signed stock power in a separate envelope, along with a copy of the letter that accompanied the certificate, to the address above.


Questions about stock gifts?

Please contact the Office of Alumni and Donor Records at 609.258.5067 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.