Rutgers University Foundation

Make a Stock Gift

Please complete this form and one of our gift planning staff members will contact you to complete the stock transfer.

Fields marked with an asterisk (*) are required.

Are you the donor or the broker?
Donor
Broker

Donor Information

Please enter information about the donor in the following fields:

Check here if the donor has previously given gifts to Rutgers.

Donor's First Name:	*
Donor's Middle Name:
Donor's Last Name:	*
Donor's Last Name While a Student
Address Type:	Home Business
Address Line 1:	*
Address Line 2:
City:	*
State:	*
Country:	*
Postal Code:	*
E-Mail:	*
Confirm E-Mail:	*
Phone #:	*
School Name:

School Year:
Company:
Position/Job Title:
Work Phone #:
FAX #:

Broker Information

Please enter information about the broker who will make the transfer:

I am not using a broker for this transaction.
     How will you be sending the stock?
     (postal mail, courier, personal delivery, etc.)

I am using a broker for this transaction.

Brokerage/Financial Institution Name:	*
Broker/Contact Name:
Broker/Contact Phone #:	*
Broker/Contact FAX #:

About This Gift

Please tell us about the gift:

Expected date of transfer:

I am unsure of the exact stocks/securities that will be donated. However, I will follow-up with your office once the decision is made.
I want to donate the following stocks/securities:

Stock / Security Name	# of Shares	and/or	$ Approx. Value (USD)
		and/or	$
		and/or	$
		and/or	$
		and/or	$

My Company will match my gift.
My Spouse's Company will match my gift.

Spouse's Company Name:
Comments (optional):

A portion of all gifts will be used to fund further advancement efforts on behalf of Rutgers.

The Rutgers University Foundation is a 501(c) (3) tax-exempt organization. Gifts made through the foundation are deductible for federal income, gift, and estate tax purposes.

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