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Securities
To make a gift of securities, simply follow these steps:
- For your securities gift to count for this calendar year, check with your broker as early as possible for their deadline to initiate transfers. Gifts must be received by Stanford’s broker or bank by 5 p.m. on Wednesday, December 31st. Gifts received by this deadline will be acknowledged in the 2009 Report to Investors.
- Use our online form [
PDF 74KB] to notify Stanford University of your gift plans. Please call Stanford Management Company at 650.926.0274 with questions.
To view and print the PDF, you'll need Adobe's free Acrobat Reader, downloadable from Adobe's site.
- Initiate the transfer with your broker and fax a copy of your letter of instructions to Stanford Management Company at 650.926.0312, or email a copy to stockgifts@smc.stanford.edu.
A gift of appreciated securities can be a highly effective way to support the Stanford GSB. Appreciated securities held more than 12 months offer extra tax advantages, such as a charitable income tax deduction (if you itemize your taxes) and avoidance of capital gains tax (since you may claim a tax deduction for the market value rather than the purchase price for long-term stock).
Our 2010 Fiscal Year: September 1, 2009 to
August 31, 2010
Thank you!
We will put your gift to work immediately to support the world-class education that prepares future business leaders.