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Arts and Sciences / Philanthropy / Gifts of Stock

Gifts of Stock

One of the most beneficial ways to make an impact with your philanthropy is through a gift of stock. Donor stock transfers are made in one of three ways:

  • Electronically (DTC)
  • Physical certificate—donor’s name
  • Physical certificate—FSU Foundation

NOTE: One of the following procedures must be used for each and every stock transfer. Following the procedures identified below will ensure that proper credit is given to the donor.

Electronic transfer (DTC)
When donors' stocks are held by a broker, the donor instructs the broker to send a copy of confirmation to the FSU Foundation, indicating his or her name, stock being transferred and date of transfer. The donor then follows up with a letter to the FSU Foundation with instructions regarding gift designation and instructs the broker to send the stock(s) to one of three Foundation accounts:

Raymond James & Associates
DTC#0725
For Account of FSU Foundation, Inc.
Account # 10194903
Attn: Linda Hilaman (850) 219-8004

Merrill Lynch
DTC#5198
For Account of FSU Foundation, Inc.
Account # 719-04310
Attn: John Clark (850) 599-8992

Morgan Stanley
DTC#0015
For Account of FSU Foundation, Inc.
Account # 531-037778-074
Attn: Crystal Murphy (850) 422-8767

NOTE: For proper gift credit, include the donor's name. 

Physical certificate—donor’s name
When stocks are held by the donor, registered in his or her name, the donor mails either a signed stock certificate or an unsigned stock certificate with a signed stock power (sent under separate cover). Then the donor prepares a letter authorizing the shares to be deposited into the FSU Foundation’s brokerage account, stating gift designation. Mail letter, certificates, and stock power to the following address:

The FSU Foundation, Inc.
Attn: Tammy J. Lavine
PO Box 3062739
Tallahassee, FL32306-2739

Physical certificate—naming the FSU Foundation
Stocks re-registered naming the FSU Foundation, Inc.
Donor mails the stock certificate to the following address:

The FSU Foundation, Inc.
Attn: Tammy J. Lavine
PO Box 3062739
Tallahassee, FL32306-2739