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:
Denise Lezan
Alumni and Donor Records
609.258.0160
stock@princeton.edu
Our legal name is: Trustees of Princeton University
Our tax ID number is: 21-0634501
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 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 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 stock gifts?
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