Gifts of securities such as stocks or other appreciated assets can be a great, tax-efficient method for making a gift to Brown. In most instances, you can take a tax deduction for the full market value of the gift and avoid any capital gains tax.*
Please direct all questions regarding making gifts of stock, bonds, and mutual funds to the Treasury Department at firstname.lastname@example.org, by phone at +1 (401) 863-9297, or by fax at +1 (401) 867-3996.
FOR U.S. COMMON STOCK:
1. Common stock traded on U.S. Exchanges may be transferred electronically from your brokerage account to:
for the benefit of Brown University
2. To avoid delays in processing and crediting your gift, please provide the following information to the Treasury Department as soon as possible at email@example.com
- A copy of the transfer instructions
- Name and address of the donor
- Name of the security
- Number of shares
- Designation of the gift
FOR FOREIGN STOCK OR MUTUAL FUND SHARES:
To ensure that foreign stock or mutual fund shares will be accepted, please contact the Treasury Department for confirmation or instructions for an alternate brokerage account to use.
FOR PHYSICALLY HELD SHARES:
For shares that are held by you in certificate form, the stock certificate and a stock power must be sent to the Brown University Treasury Department. Your stock power must include a Medallion Signature Guarantee and should, for security reasons, be sent in a separate envelope from the actual certificate. Please contact the Treasury Department for the appropriate mailing address or other questions.
If you have any further questions about securities, please contact the Treasury Department at firstname.lastname@example.org or +1 (401) 863-9297.
*The material presented on this website is not offered as legal or tax advice. Please consult your tax advisor, financial planner, or attorney about the legal and tax benefits of any gift to Brown University.