Gifts of Stocks and Securities | Trinity University

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Gifts of Stocks and Securities

Long-term, appreciated stocks and securities are almost always an excellent way to provide financial support. They can be used to support the Trinity Fund or in establishing planned giving arrangements and provide a double benefit to you -- a current income tax deduction and avoidance of capital gains taxes.

Electronic Transfer

The most popular and most efficient way to transfer securities to Trinity is by electronic transfer. Electronic transfers are performed when your securities are held in your brokerage account or in "Street Name." The procedures for the free delivery and transfer of securities are as follows:

  • Notify your broker in writing that you wish to transfer your stock to Trinity University. The letter should indicate that the purpose is to make a charitable gift. A sample letter has been provided.
  • Instruct your broker to contact the Advancement Office at (210) 999-7415 or toll-free 888-TU-DONOR (883-6667) or Michael McKinnerney in the Endowments Office at (210) 999-7338 to obtain delivery instructions. Or, you can print the electronic stock delivery instructions and give them to your broker. The information in these instructions is all your broker should need to make the security transfer.
  • When the transfer is made, your broker should again notify Mr. McKinnerney, who will verify its receipt with our bank.
  • You should send a letter to Trinity stating the name and amount of the shares which have been transferred and the purpose for which the stock is designated. A sample letter has been provided.

The value of your stock is the mean of the high and low the day it is received in Trinity's account.

Mailing Stock Certificates

If your securities are not held at a broker, then you can either mail or hand deliver the certificates directly to Trinity University.

If mailing, send your unendorsed certificate(s) and a cover letter (including your name, address, and purpose of the gift) in one envelope. In a second envelope, send a signed, medallion signature guaranteed stock power. A stock power form has been provided in PDF format, or one can be obtained from your local bank, along with a medallion signature guarantee.

NOTE: Please DO NOT mail endorsed certificates or an endorsed stock power in the same envelope with a certificate. The securities then become legal tender and can be exchanged by anyone.

Hand Delivery

Certificates may be given to an Advancement Officer or delivered to the Office of Advancement, One Trinity Place, Northrup 210, San Antonio, TX 78212. A cover letter will need to accompany the certificate(s).

Our mailing address is:

Trinity University 
Office of Advancement
One Trinity Place #49
San Antonio, TX 78212-7200