Securities
Donor security transfers are made in one of three ways:
Note: One of the following procedures must be used for each and every marketable security transfer (stocks, bonds, mutual funds). Following the procedures identified below will ensure that proper credit is given to the donor.
Electronic Transfer (DTC)
When donors’ securities are held in a brokerage account, the donor instructs their broker to transfer the securities to one of the following three Foundation accounts:
Raymond James & Associates
DTC#0725
Account of FSU Foundation, Inc.
Account # 10194903
Attn: Linda Hilaman
(850) 219-8004
Merrill Lynch
DTC#5198
Account of FSU Foundation, Inc.
Account # 719-04310
(850) 599-8992
Morgan Stanley
DTC#0015
Account of FSU Foundation, Inc.
Account # 531-037778-074
Attn: Dennis Deckerhoff
(850) 422-8737
The donor should also request that their broker send confirmation of transfer to the FSU Foundation, Inc. The confirmation should indicate the donor’s name, the security being transferred, the Foundation account which should be used, and the date of transfer.
The donor should then follow up with a letter to the FSU Foundation with instructions regarding their gift designation so that it can be properly credited.
The confirmation from the donor’s broker and the donor’s letter should be sent electronically to Tammy Lavine at tlavine@foundation.fsu.edu.
Physical Certificate—Donor’s Name
When a donor wishes to give securities that are held in physical form (e.g., stock certificates) and are registered in their name, the donor should mail either (1) an endorsed security certificate(s) or (2) an unendorsed security certificate(s) with a signed stock power to the Foundation. The donor should include with the physical documents a letter authorizing the shares to be transferred and deposited to an FSU Foundation account. The letter should also state the donor’s gift designation so that the gift can be properly credited. The letter, certificates, and stock or bond power should be mailed to:
The FSU Foundation, Inc.
Attn: Tammy J. Lavine
2010 Levy Avenue
P.O. Box 3062739
Tallahassee, FL 32306-2739
Physical Certificate—Naming the FSU Foundation
A donor may elect to re-register their physical form securities into the FSU Foundation’s name before sending them to the Foundation. These re-registered physical documents should then be sent to the following address:
The FSU Foundation, Inc.
Attn: Tammy J. Lavine
2010 Levy Avenue
P.O. Box 3062739
Tallahassee, FL32306-2739
Phone: (850) 644-6000
Fax: (850) 644-6211
The donor should include with the physical documents a letter that states the donor’s gift designation so that the gift can be properly credited.
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