May I make a gift of stock?
Stevenson University welcomes gifts of stock. You can transfer stock using one of the two methods below. To ensure prompt and accurate processing of your gift, please notify us of your intention by calling 443-334-2901 and advise us where to designate your gift.
Making a DTC Automated Stock Transfer
Instruct your broker to contact Carly Neidecker at Brown Advisory. You can reach her at 410-895-4888. Please give your broker the following information:
Bank Name: First Clearing
Account Name: Stevenson University Gifting
Account Number: 8586-1767
DTC Number: 0141
View/Download Stock Gift Form
Mailing a Transfer
Mail the unsigned stock certificate with an instructional note indicating how to apply the gift to:
Stevenson University
Office of University Advancement
1525 Greenspring Valley Road
Stevenson, MD 21153-0641
Furthermore, in an envelope separate from your certificate and instructional note, please mail 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.