How To Make A Gift of Stock
To transfer a gift of stock through your broker, please follow the instructions below. (We are currently not able to accept gifts of stock online.) The preferred method of transfer is to have the donor’s broker do a DTC transfer to the Fielding Graduate University’s account at Charles Schwab.
Please allow for 7-10 working days for the transfer to occur. This may be particularly critical at the end of the tax year.
The broker will need the following information:
The transfer must include Fielding Graduate University’s name and account number in order for it to be routed correctly. The broker should contact the broker listed above by email or telephone prior to the transfer with the name of the stock, number of shares, and approximate date of the transfer.
The broker or donor needs to inform VP & Chief Financial Officer June Klein at (805) 898-4010 or email@example.com, prior to the transaction.
To ensure correct handling of your gift, you or your broker are also asked to contact the Office of Development with the transaction details and any restrictions you wish to place on the use of the funds at firstname.lastname@example.org or 805.898.2926
The acknowledgment to the donor will indicate the name of the stock, number of shares and date of transfer. The book value of the donation for Fielding will be the mean market value of the stock on the transfer date. Per Fielding policy, the stock will be sold immediately after the transfer. The donor assigns the monetary value for their own tax records.