Gifts of Stock, Mutual Funds and Other Securities

Special Information Regarding Year-End Giving

Thank you for considering a gift of stock to Shenandoah University by December 31. Please follow the guidelines that pertain to your situation.

 

 

Transfer Instructions for Broker-Held Certificates

 

Either you, your broker, or financial advisor should contact Vicky Medlock, Associate Vice President for Advancement, at Shenandoah University with the following information:

  • Full name and address of donor
  • Name of broker or financial advisor who will handle the transaction
  • Name of the stock, including symbol
  • Number of shares you would like to contribute

 

Shenandoah University gives the donor the choice to wire transfer shares of broker-held certificates. Following the instructions above, your broker should contact:   

          

Brokerage:  Wells Fargo Advisors, LLC

DTC#: 0141

Shenandoah University FCC Account#: 7146-2612-WC08

Contact Number: 540-667-9700

 

Please make sure the broker includes your name on the instructions or that a Stock Power of Transfer letter is completed. An example is listed below.

 

Please have your broker send a letter to Shenandoah University in care of Vicky Medlock confirming the following information:

  • Full name of donor
  • Official date of transfer
  • Name, including symbol, and number of shares

 

Transfer Instructions for Individually-Held Certificates

 

If you have possession of stock certificates, send the unendorsed certificates to Vicky Medlock at Shenandoah University to the address below.

 

  • In a separate envelope, send a signed stock power (available from your financial services provider), to the same address.
  • Because the postmark determines the date of the gift, it is important to mail both envelopes the same day.

 

Shenandoah University contact during this Holiday Season:

Vicky Medlock ▪ Associate VP for Advancement ▪ 1460 University Drive ▪ Winchester, VA  22601

Office Phone: (540) 665-4936 ▪ Cell Phone: (540) 539-1930

Shenandoah University’s Tax ID# 54-0525605

 

 

 

SAMPLE STOCK POWER TRANSFER LETTER

 

Date

 

 

Donor’s Name

Address

City, State   ZIP

 

Dear:

 

Please transfer the following securities as a gift to Wells Fargo Advisors, LLC for credit to Shenandoah University.

 

______________________                                               

(number of shares)

 

______________________                                               

(stock name)

 

 

My account number is:  ____________________

 

I would like to designate this gift to SU for the_______________________________________ (purpose).

 

Transfer this stock to:  Shenandoah University, a 501 (c)(3) non-profit organization - federal tax ID: 54-0525605.  The DTC is #0141.  Shenandoah University’s account number is 7146-2612-WC08.

 

Please notify Wells Fargo Advisors, LLC at 540-667-9700 of this transfer request.

 

If you have any questions regarding this transfer, please call me at __________________(donor’s phone number.

 

Sincerely,

 

 

 

Donor's Signature

 

Copy to:                             

Shenandoah University, Office of Advancement

Attention:  Vicky Medlock

1460 University Drive

Winchester, VA  22601

Fax:  540-665-4508

vmedlock@su.edu

 

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