Gifts of Stock
To make a gift of stocks, 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 firstname.lastname@example.org.
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:
- The Northern Trust Company
DTC clearing #2669 for further credit to account #26-46112
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:
Boston University University Development & 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 broker. The details of the transaction—number of shares and name of mutual fund, broker’s name and contact information—should be provided to the University contact provided below to facilitate the transaction with the University brokerage.
Your Boston University contacts are:
• Giliane Bader-Wechseler, Associate Director of Gifts, Gifts & Records, 595 Commonwealth Avenue Suite 700, Boston, MA 02215. Phone: 617/353-6347, e-mail
• Or your regular contact at your School, College, Department or Radio Station.
Gift date is the date of receipt in the Northern Trust House Account.
Transferring Government Bonds:
Government bonds should be transferred to the Boston University Northern Trust account by providing the following transfer instructions to your broker:
- Send to The Northern Trust Company
Trustees of Boston University—account #26-46112
Gift date is the date of receipt in the Northern Trust Account.