Stock Gift Held by a Broker
IMPORTANT NOTICE: Due to federal, state, and local privacy statutes, your broker may not provide us with any personal information, including your name, when they transfer stocks/securities. The only information we receive with their transfer is the name of the security, number of shares, and brokerage firm.
Steps For Transferring
- Download and complete our securities information form (PDF) and send it to the address on the form. This makes it possible for us to match your gift to your broker's transfer so it is deposited into the correct account and we can properly thank and receipt you for your gift.
- Provide your broker with your name and address, the name of the security, number of shares, and where your gift should be designated. (The date of the gift will be the date that the securities arrive in Purdue Foundation's account.)
- Give your broker the following contact information so specific transfer instructions can be obtained:
Mary Anne Schmidt
1281 Win Hentschel Boulevard
West Lafayette, IN 47906