Gifts of Stock
Helping Lions
Gifts of securities are easy to make and can offer significant tax advantages for alumni, parents and friends.
Legal Name: East Texas A&M University Foundation
Tax ID Number: 23-7076930
NOTIFICATION TO EAST TEXAS a&m university foundation
It is important to alert East Texas A&M University Foundation in advance that you will be initiating a transfer of stock, so that we can ensure your gift is properly credited once received and is directed to the appropriate designation. Accordingly, please complete the Stock Transfer Notification Form.
Gift Instructions for Your Broker/financial institution
Once you have submitted notification to East Texas A&M University Foundation, please provide the following gift instructions to your broker or financial institution in order to transfer the stock:
I wish to make an irrevocable gift to the East Texas A&M University. I wish to give [xx] shares of [x] Corporation. Please transfer the stock to the East Texas A&M University Foundation via DTC as follows:
DTC, NY Window Services
55 Water Street, 1st Floor
New York, NY 10041
Broker #0075
Reference: LPL Financial, LLC
For Further Credit to: LPL Account #6981-8657
Account Name: East Texas A&M University Foundation
Questions About Donating Stock Gifts or Mutual Funds?
If you have any questions about a gift of securities, please contact the East Texas A&M University Foundation Philanthropy Operations staff at 903.886.5712 or [email protected].
Gifts at Year-End
If you wish to make a gift of securities for the current tax year, start early to ensure your gift will be completed by December 31. While the East Texas A&M University Foundation may receive some electronic transfers within days of initiation, delays are possible, especially at year-end. Gifts of mutual funds often take several weeks longer than stock gifts. Contact your broker for their deadline to complete transfers by year-end.
Disclaimer
Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor.