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Instructions for Giving Securities
1. Talk to your broker about the securities you'd like to give to the University of Minnesota Foundation or discuss the value of the securities you'd like to donate. Work with your broker to identify what securities or set of securities that approximates that value.
2. Provide to your broker the following information on transferring securities electronically to UMD's broker.
Broker name: RBC Wealth Management
Account registration: University of Minnesota Foundation
Account number: 30875055
DTC number: 0235
Account contact: Hal Tearse (952) 476-3729
3. Alert UMD of your plans to transfer securities by emailing firstname.lastname@example.org.
Provide the following information:
Your name and address
The stock or other securities you plan to transfer and the number of shares
The approximate value of this gift
The fund(s) into which you'd like this gift deposited. If you don't know the fund number(s), let us know the area at the University you seek to support.
For additional questions about transferring securities, please contact UMD Chief Development Officer Tricia Bunten at (218) 726-6995 or email@example.com.