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Stock transfer form

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Stock transfer letter of intent form

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Appreciated Securities
(Details on transferring stock)

How to contribute gifts of securities

These gifts can be donated via registered mail, electronic transfer or in person to the BU Foundation. A letter of intent stating the purpose of your gift, the number of shares and the name of the stock is required.

--For a printable letter of intent (pdf format) that you can fax or mail to the BU Foundation, click here.

--Associate director of Development Services, Alumni and Development Information Services, Binghamton University Foundation, P.O. Box 6005, Binghamton, NY 13902-6005.

--To give in person, bring the certificates, signed with a bank medallion guarantee seal, and a letter of intent to the BU Foundation office in Room AD-245 (Couper Administration Building), Binghamton University.

--To donate by electronic transfer, contact Kyra Schnauber, Associate Director of Development Services, at 607-777-6516. The Foundation's broker is Andy O'Connor, O'Connor Investments, 22C Riverside Drive, Binghamton, NY 13905. Phone 607-770-3800 or toll free 1-800-295-4177. DTC #226. Account #B1S - 987824. Account name: The Foundation of the State University of New York at Binghamton, Inc.

Write a letter of intent and send a copy to the BU Foundation. Notify your broker that you want to transfer stock to the BU Foundation account. Include the above account information and note any restrictions on the gift. The Foundation will provide a receipt for your tax records.