Skip to main content
Print This
Email This
Calculate Plan
Contact Us
View Video

Gifts of Stocks and Bonds

stock image

Stock transfer notification form

If you plan to transfer a gift of stock to our organization, please fill out our notification form.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to the Sigma Alpha Epsilon Foundation.

Flowchart: Donor makes a gift of stocks or bonds to SAE.

Benefits of gifts of stocks and bonds

  • Avoid paying capital gains tax on the sale of appreciated stock
  • Receive a charitable income tax deduction
  • Further our mission today

How to make a gift of stocks and bonds

By electronic transfer - Please contact us for instructions on how you can transfer stock or bonds from your brokerage or investment account to the Sigma Alpha Epsilon Foundation.

By certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

1856 Sheridan Rd.
Evanston, IL 60201

More on gifts of stocks and bonds

There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

The following instructions are for transferring gifted shares of individual securities or mutual funds to the Sigma Alpha Epsilon Foundation. We appreciate ALL generous contributions to the Foundation.

Individual Stock

How to make a stock gift

Step 1: Contact your broker and provide the following information
Transfer to: Pershing LLC (Byline Bank)
Contact: Sean Cavanagh, [email protected]
F/C to: Byline Bank
F/F/C to: Sigma Alpha Epsilon Foundation
A/C number: ABM - 280025
DTC number: 0443
Tax ID: 36-2170145

Step 2: Email the Sigma Alpha Epsilon Foundation with the following information
Name and address of the donor
Date of the stock transfer
Name of stock and number of shares transferred
Mean value per share on the date of transfer

Contact Information: [email protected]

Mutual Fund Shares

To make a transfer gift of mutual fund shares, please contact the Foundation with the following information:

  • Donor name
  • Number of shares, ticker, and name of mutual fund to be transferred
  • Contact info at current broker (individual name, firm name, phone and/or email)

Contact Information: [email protected]

**Please note that the transfer of mutual funds is a much more involved process than gifting individual stocks and can take significantly longer (several weeks) to complete. We appreciate your patience and ask that you plan accordingly regarding year-end gifts of mutual fund shares. We recommend that you begin the transfer before Thanksgiving if the year of the contribution is important.

Contact us

If you have any questions about gifts of stocks and bonds, please contact us. We would be happy to assist you and answer any questions that you have.