Gifts of Stock
Helping Lions
Gifts of securities are easy to make and offer significant tax advantages for alumni, parents and friends.
Legal Name: Texas A&M University-Commerce Foundation (changing to East Texas A&M University Foundation)
Tax ID Number: 23-7076930
Securities Held by Your Bank or Broker
You or your broker/bank must notify Philanthropy Operations at East Texas A&M via [email protected] or 903.886.5712 to ensure your gift is properly identified under your name and designated accordingly.
Gift Instructions
Please provide the following gift instructions to your bank or broker:
I wish to make an irrevocable gift to the Texas A&M University-Commerce (changing to East Texas A&M University.) I wish to give “x” shares of “x” Corporation. Please transfer the stock to the Texas A&M University-Commerce (changing to East Texas A&M Foundation) via DTC as follows:
DTC, NY Window Services
55 Water Street, 1st Floor
New York, NY 10041
Broker #0075
Reference: LPL Financial, LLC
For Further Credit to: LPL Account #6981-8657
Account Name: Texas A&M University-Commerce Foundation (changing to East Texas A&M University Foundation)
Please Notify East Texas A&M University Foundation:
ETAMU Foundation
P.O. BOX 3425
Commerce, TX 75429-3425
Phone: 903.886.5712
[email protected]
Questions About Donating Stock Gifts or Mutual Funds?
Please contact the East Texas A&M University Foundation at 903.886.5712 or [email protected].
Note: Your gift is valued on the day that the stock is received in an East Texas A&M account.
Gifts at Year-End
If you wish to make a gift of securities for the current tax year, start early to ensure that your gift will be completed by December 31. While the East Texas A&M University Foundation receives some electronic transfers within days of when the gift was initiated, delays are possible, especially at year-end. Gifts of mutual funds often take several weeks longer than stock gifts. Contact your broker for their deadline to complete transfers by year-end.
Disclaimer
Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own professional advisor.