Gifts of Stock


Gifts of Stock

To help us track your transfer in a timely manner, please inform Boston University of the company stock/mutual fund you intend to transfer OR the approximate value of your gift as well as your stock broker’s name and telephone number, and where at the University your gift should go.

You may send this information to your regular contact at your School/College, or contact Giliane Bader-Wechseler at 617-353-6347 or gbaderwe@bu.edu.

In order to make a gift of publicly traded securities of less than 25,000 shares, please follow the appropriate instructions below.

Securities registered in book form/street name at a broker:




The gift of securities can be transferred to the Boston University account by providing the following transfer instructions to your broker exactly as follows:

  • State Street Brokerage Services, Inc.
    
DTC #0226 National Financial Services (NFS) for further credit to account #AB2 864366
    
Account Name: Trustees of Boston University
    
Boston University EIN: 04-2103547

Gift date is the date of receipt in Boston University’s account

Securities held as physical certificates in your name:




You should send the stock certificate(s) along with a transmittal letter by certified mail to the following address:

  • University Development and Alumni Relations
    595 Commonwealth Ave., Suite 700
    West Entrance
    
Boston, MA 02215
    
Attn: Giliane Bader-Wechseler, Associate Director of Gifts, Gifts & Records

You should also sign the backside of the stock certificate or an irrevocable stock power transferring ownership to the Trustees of Boston University. The signature on the stock power must be guaranteed by an eligible guarantor institution such as a commercial bank, trust company, securities broker dealer, credit union or savings institution participating in a STAMP Medallion program approved by the Securities Transfer Association, Inc.

Gift date is the postmark date as mailed to Boston University

Transferring mutual funds:

Most mutual funds can be transferred directly to our State Street broker. Your broker should contact the following person at State Street Brokerage to assist with the transfer of Mutual Funds:

  • Mark Hunter
    
Phone: 617-664-6028

Gift date is the date of receipt in the State Street Brokerage House Account

Transferring Government Bonds:

Government bonds should be transferred to the Boston University State Street account by providing the following transfer instructions to your broker:

  • ABA # 021000021
    
PTC Identifier # NFSC

Gift date is the date of receipt in the State Street Brokerage Account.