Stock Transfer

Stock Transfer

Gifts of securities can provide significant tax advantages.

Here are gift instructions to provide to your bank or broker:

I wish to make an irrevocable gift to Princeton University  Faith & Work Initiative of "x" shares of "XYZ" Corporation. Please transfer the stock to Princeton University via DTC as follows:
UBS Financial
Trustees of Princeton University
Account #PT-57000-LM
For the benefit of Department: 29511  Fund B0378
Attn: Robert J. Moses

Please notify Princeton University Alumni and Donor Records:

Denise Lezan
Alumni and Donor Records
Princeton University
PO Box 5357
Princeton, NJ 08543-5357
Phone: 609.258.0160
Fax: 609.258.6773

The gift to benefit Faith & Work Initiative should be made to Princeton University’s legal name:

Trustees of Princeton University
 tax ID number is: 21-0634501

Note: Your gift is valued on the day that the stock is received in a Princeton account. Gifts of securities that are held for more than one year may be deducted at the full market value.