Gifts of Securities

Donating appreciated securities to The University of Findlay is simple.  Download a pdf of our brokerage account information and Notification of Gift form hereGift of Securities.pdfGift of Securities.pdf or read below for more information.


Securities Held Electronically

If your securities are held "in street name" with your broker, send your broker a letter of authorization to transfer shares of specific stock(s) to either of The University of Findlay's brokerage accounts. Your instructions should include your account number; the date by which you wish to complete the gift, the name and number of shares you would like to donate and the purpose of your gift. Below is the brokerage account information you will need to provide to your broker:


Merrill Lynch

DTC: 5198

The University of Findlay

Acct. #64P04059

Contact: 

Jay Edel, Financial Consultant

127 E. Main Cross St.

Findlay, Ohio 45840

800-433-2855, 419-422-1987

jay_edel@ml.com


Or


Edward Jones & Co.

DTC: 0057

The University of Findlay

Acct. #387-11034-1-6

Contact:

Hugh Tavernier, Investment Representative

1000 E. Main Cross St., Ste. 101

Findlay, Ohio 45840

866-423-3917, 419-423-3917


If you are transferring stock from a joint account, both account owners must sign the letter. You can contribute stock from several companies held within the same account. You can also make a single transfer for multiple purposes.


Physical Delivery of Securities


Please send certificate(s) and signed stock power separately by registered mail, or deliver in person to:

Dr. Jaclyn C. Schalk, Assistant Vice President for Development, Director of Gift Planning

The University of Findlay

1000 N. Main St.

Findlay, Ohio 45840

419-434-4794 - phone

419-434-4889 - fax

Email: schalk@findlay.edu

You can also complete the form below to notify the Office of Planned Giving of your intent to donate securities.


Questions?

For gifting other types of assets, please contact Dr. Jaclyn C. Schalk at the above phone number and address.