Gifts of Stock

Stevenson University welcomes gifts of stock.  To ensure prompt and accurate processing of your gift it is important to notify that University of your intention by calling 443-334-2194 or 443-334-2229.  Stock transfer procedures are outlined below. 

1.  Making a DTC Automated Stock Transfer
Instruct your broker to contact Robert Belanger at Brown Advisory. He can be reached at (410) 537-5532.Give your broker the following information:

• Bank name: First Clearing LLC
• Account name: Stevenson University Gifting Account
• The University's account number: 8586-1767
• The DTC number: 0141

You or your broker should contact Veronica Leake in the University Advancement Office at (443) 334-2229 to alert Stevenson of the gift's transfer and advise where the gift should be designated.

2.  Mailing a Transfer

Send the UNSIGNED stock certificate by registered mail to:

Stevenson University
Office of University Advancment
1525 Greenspring Valley Road
Stevenson, MD 21153-0641

Include an instructional note with the certificate indicating the owner/donor of the shares and how the gift is to be applied. In a SEPARATE envelope, please send a signed stock power form with a copy of your note of instruction. The certificate remains non-negotiable until it is joined with the stock power at the University.  The date for establishing the gift value of the stock is the postmarked date on the envelope when it passes from your control. Once your gift has been made, please call Veronica Leake in the University Advancement Office at (443) 334-2229 to advise her where the gift is to be designated.

     
Make a Gift
Alumni Relations
History of the University