Stock certificates held by bank or broker

Here are instructions for giving appreciated securities if your stock certificates are held by a bank or a broker. You may also download instructions in PDF for transferring gifts of securities held in brokerages.

It is important that you notify MIT in advance of making a gift of securities. Without such notice, gifts of stock may be transferred to MIT with the identity of the donor unknown, making proper credit and timely acknowledgement extremely difficult.

Please use the form below. After you press the Submit button, you will be able to download a blank authorization letter to use in providing delivery instructions to your banker/broker.

If you prefer not to use this form, either you or your broker may contact MIT’s Office of the Recording Secretary, at 617.253.5048 or (JavaScript must be enabled to view this email address), to report what is being given and to receive instructions on how to complete the transfer of shares.

Donor information
Broker information
*Required

 

Return to Securities and mutual funds.

If you have any questions, please contact MIT’s Office of the Recording Secretary.

MIT Recording Secretary’s Office
600 Memorial Drive, W98-300
Cambridge, MA 02139
Phone: 617.253.5048
Fax: 617.258.8316
E-mail (general): (JavaScript must be enabled to view this email address)
E-mail (stock gifts): (JavaScript must be enabled to view this email address)