Gifts of Stock Gifts of Stock
Instructions for Electronic Stock Transfer to Northeastern University School of Law
To have a gift of stock electronically transferred:
Fill out the Gifts of Stock form to notify us of the stock transfer. Please check “School of Law” under “Gift Information”. This will allow us to quickly and accurately identify, direct and acknowledge your gift.
Instruct your broker to transfer shares to Northeastern University at:
UBS Financial Services
100 Federal Street
Boston, MA 02110
Depository Trust Company (DTC): 221
Northeastern University Account: #JJ 90488
Contact: William Cotter 617.261.1132
Reference: Donor Name (your name)
If your broker has questions about making an electronic gift of securities, please have your broker contact Noreen Gallagher, email@example.com, 617.373.2793.
Note: It is important that your broker does not sell the securities and send us a check. If the broker does this, the tax advantages of making a gift of appreciated stock may be eliminated.
Instructions for Physical Transfer of Stock Certificates
To transfer shares held in certificate form:
Contact the law school development office at 617.373 5126 to request a stock transfer form.
Send a signed stock power for each certificate (do not complete power)
In a separate envelope, send the unendorsed stock certificates to:
Attention: Noreen Gallagher and Carolyn Sullivan
118 Cushing Hall
360 Huntington Avenue
Boston, MA 02115-5005
Note: If stock is held by more than one person, both must sign names exactly as they appear on the certificate.
Should you have any questions about transferring securities or other gift-related matters, please contact Noreen Gallagher, 617.373.2793.