A Tax-Efficient Way to Give

Make a Stock Gift Form

Submissions to this form will go to the RUF Accounting Department for review.

Are you the donor or broker?*
- Donor
- Broker
Donor's Name*
First Middle Last
Donor's Last Name While a Student
Last
Donor Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email*
Enter Email Confirm Email
Phone #*
School Name
Graduation Year
Please enter a number greater than or equal to 1900.
Company
Position/Role/Job Title
Work Phone #
Fax #
Are you using a broker for this transaction?*
- Yes
- No
Broker Name*
First Last
Broker Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Broker Email*
Broker Phone #*
How will you be sending the stock?*
e.g. Postal mail, courier, personal delivery, etc.
Expected Date of Gift Transfer
MM slash DD slash YYYY
I know the exact stocks/securities that will be donated.*
- Yes
- No
Stock/Security Name, Number of Shares, and/or Approx. Value (USD)
To where will you be designating your gift?*
This gift will be matched by:
- Donor's company
- Donor's spouse's company
Name of Company that will match gift:
Comments (optional)