GIFTS OF STOCK
Gifts of securities are easy to make and offer significant tax advantages for alumni, parents and friends.
Our Legal Name: Texas A&M University-Commerce Foundation
Our Tax ID Number: 23-7076930
Securities Held by Your Bank or Broker
You or your broker/bank must notify Philanthropy Operations at A&M-Commerce via [email protected] or 903.468.8187 to ensure your gift is properly identified under your name and designated accordingly.
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 Foundation. I wish to give “x” shares of “x” Corporation. Please transfer the stock to the A&M-Commerce Foundation via DTC as follows:
DTC, NY Window Services
55 Water Street, 1st Floor
New York, NY 10041
Reference: LPL Financial, LLC
For Further Credit to: LPL Account #6981-8657
Account Name: Texas A&M University-Commerce Foundation
Please Notify Texas A&M University-Commerce Foundation:
P.O. BOX 3425
Commerce, TX 75429-3425
Questions About Donating Stock Gifts or Mutual Funds?
Please contact the Texas A&M University-Commerce Foundation at 903.468.8187 or [email protected].
Note: Your gift is valued on the day that the stock is received in an A&M-Commerce 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 Texas A&M University-Commerce 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.
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.