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.
Download our 
brochure on giving stock or contact us for information about gifts of mutual funds or other questions:
Kathy Hamnett
Alumni and Donor Records
609.258.0160
stock@princeton.edu
Securities Held by Your Bank
In order to avoid unidentified gifts, please copy Kathy Hamnett at Princeton Alumni and Donor Records (fax to 609.258.6773 or e-mail stock@princeton.edu) on any correspondence with your brokerage or bank. You may also inform us of your gift using our online form.
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
or via e-mail to stock@princeton.edu
or by filling out our online form.
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)
Kathy Hamnett
Princeton University
PO Box 5357
Princeton, NJ 08543-5357
(via overnight carrier)
Kathy Hamnett
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 stock 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 Kathy Hamnett at 609.258.0160 or e-mail stock@princeton.edu