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Make a Gift of Stock or Other Securities

Thank you for your interest in supporting Stanford with a gift of stock or other securities.

Give securities from your brokerage account

To transfer securities from your brokerage account to the university electronically:

  1. Please complete the Securities Transfer Request form and send it to your broker or financial adviser.

  2. Please also send a copy of the completed form to Stanford Gift Securities at stockgifts@stanford.edu, fax to (650) 721-2147, or mail to this address:

Stanford Gift Securities
P.O. Box 50810
Palo Alto, CA 94303

How the securities transfer process works

The securities will be transferred directly into the university’s gift account at its custodian bank. The process works as follows:

  • Your broker sends your gift instructions to Dreyfus via the Depository Trust Company (DTC).

  • Dreyfus notifies Stanford Gift Securities that your gift of securities has been received.

  • Gift Securities initiates the sell order and sends an instruction letter directing the bank to deliver the shares on the settlement date.

  • Stanford receives the proceeds from the sale on the settlement date.

In order for the university to properly credit the gift, it is important that you or your broker notify Gift Securities of the gift and its intended purpose, and that the broker reference your name in the DTC transfer instructions:

Dreyfus (Pershing) DTC #0443
Account #58L-001466
The Board of Trustees of the Leland Stanford Junior University
Tax ID #94-1156365
Donor’s name, address, name of security, number of shares, and fund name/purpose

Give securities you hold in certificate form

To give physical securities certificates, take the following steps:

  1. Complete an Irrevocable Stock Gift Letter.

  2. Assign the certificate in either of the following ways:
    a. Complete and sign the back of the certificate.
    b. Complete a Stock/Bond Power form. (See this sample Stock/Bond Power form.)

  3. Mail your securities certificates (and the Stock/Bond Power form, if you’re using one) by USPS to Stanford at the address below. You may wish to send by Certified Mail or Return Receipt to track delivery.

All securities should be registered or titled:

The Board of Trustees of the Leland Stanford Junior University, Tax ID #94-1156365

Please mail all securities gifts to:

Stanford Gift Securities
P.O. Box 50810
Palo Alto, CA 94303

Give mutual funds, bonds, securities held by a transfer agent, or foreign or restricted stock

For gifts of mutual funds, bonds, securities held by a transfer agent, or foreign or restricted stock, please contact the Gift Securities team for assistance at stockgifts@stanford.edu or (650) 721-1917.

All securities should be registered or titled:

The Board of Trustees of the Leland Stanford Junior University, Tax ID #94-1156365

Please mail all securities gifts to:

Stanford Gift Securities
P.O. Box 50810
Palo Alto, CA 94303