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Instructions for Giving Securities Held by a Bank or Broker

It is important that you notify KU Endowment before making a gift of securities currently held by a bank or broker. Without this notice, your gift may be transferred to KU Endowment without our knowledge of your identity. This makes it difficult to provide you with proper credit and timely acknowledgement for your gift.

Please provide the information below. After you press SUBMIT, you will be able to print or save Depository Trust Company (DTC) instructions that provide delivery instructions for your banker or broker.

Your information

Donor Name:
 


Email address:
 


Phone:

Fund(s) your gift
will support:



Bank/broker information

Bank/broker name:

Phone number:

Firm:

Stock name:

# of shares/$ value:



 

If you prefer not to use this online form, please contact KU Endowment Assistant Treasurer Stacy Nuss at 785.832.7419 or toll free at 800.444.4201 to provide your gift information and receive instructions on how to complete the transfer of shares.