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.
Our legal name is: Trustees of Princeton University
Our tax ID number is: 21-0634501
Securities Held by Your Bank or Broker
You or your broker/bank must notify Alumni and Donor Records via stock@princeton.edu or 609.258.0160 to be sure your gift is identified as yours.
Here are gift instructions to provide to your bank or broker:
I wish to make an irrevocable gift to Princeton University 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
Please notify Princeton University Alumni and Donor Records:
Alumni and Donor Records
Princeton University
PO Box 5357
Princeton, NJ 08543-5357
Phone: 609.258.0160
Fax: 609.258.6773
stock@princeton.edu
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
100 Overlook Center, Suite 300
Princeton, NJ 08540
Enclose a letter stating the purpose of your gift (i.e. Annual Giving, scholarship, or other gift type).
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 donating stock gifts or mutual funds?
Please contact the Office of Alumni and Donor Records at 609.258.0160 or e-mail stock@princeton.edu.
Our legal name is: Trustees of Princeton University
Our tax ID number is: 21-0634501