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Electronic Transfer:
The
most popular and most efficient way to transfer securities to
Trinity is by electronic transfer. Electronic transfers are
performed when your securities are held in your brokerage account or
in "Street Name". The procedures for the free delivery and transfer
of securities are as follows:
-
Notify your broker in writing that you wish to transfer your
stock to Trinity University. The letter should indicate that
the purpose is to make a charitable gift. A
sample
letter has been provided.
-
Instruct your broker to contact the Development Office (210)
999-7415 or Toll-Free 888-TU-DONOR (883-6667) or Michael
McKinnerney in the Endowments Office at (210) 999-7338 to obtain
delivery instructions. Or, you can print the
electronic
stock delivery instructions and give them to your
broker. The information in these instructions is all your
broker should need to make the security transfer.
-
When the transfer is made, your broker should again notify Mr.
McKinnerney, who will verify its receipt with our bank.
-
You should send a letter to Trinity stating the name and amount
of the shares which have been transferred and the purpose for
which the stock is designated. A
sample
letter has been provided.
The
value of your stock is the mean of the high and low the day it is
received in Trinity's account.
Mailing Stock Certificates:
If
your securities are not held at a broker, then you can either mail
or hand deliver the certificates directly to Trinity University.
If
mailing, send your unendorsed certificate(s) and a cover
letter (including your name, address, and purpose of the gift) in
one envelope. In a second envelope, send a signed, medallion
signature guaranteed stock power. A
stock power form
has been provided in pdf format, or one can be obtained from your
local bank, along with a medallion signature guarantee.
NOTE:
Please DO NOT mail endorsed certificates or an endorsed stock power
in the same envelope with a certificate. The securities then become
legal tender and can be exchanged by anyone.
Hand
Delivery:
Certificates may be given to a University Development Officer or
delivered to the Office of Development, One Trinity Place, Northrup
210, San Antonio, TX 78212. A cover letter will need to accompany
the certificate(s).
Our
mailing address is:
Trinity University
Office of Development
One Trinity Place #49
San Antonio, TX 78212-7200 |
