Stock Transfer Notification Form

Thank you for completing this notification form to let the University of Indianapolis know of your intent to transfer a gift of stock.

You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.

* Required fields

Personal Information

Donor Name *

Address

Phone *

Email Address *

Gift Information

What would you like your gift to impact?

UIndy Fund

UIndy Scholarship

Greyhound Club

Other

Gift Type:

Stock

Mutual Fund

The University of Indianapolis Information

The University of Indianapolis Legal Name: *

The University of Indianapolis Tax ID: *

The University of Indianapolis Address: *

The University of Indianapolis Email Address: *

The University of Indianapolis Phone Number: *

The University of Indianapolis Broker Institution: *

The University of Indianapolis Broker Institution Address: *

The University of Indianapolis Account Name: *

The University of Indianapolis Brokerage Account Number: *

The University of Indianapolis Electronic Transfer Number (DTC): *

Please note: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.

First Name

Last Name

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