Stocks 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.

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 617.253.5052 or stock-gifts@mit.edu, to report what is being given and to receive instructions on how to complete the transfer of shares.

Donor information
Broker information
*Optional, but please provide if available
  

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

MIT Recording Secretary’s Office
238 Main Street, Suite 200
Cambridge, MA 02142
Phone: 617.253.5052
Fax: 617.258.8316
E-mail (general): RecSec@mit.edu
E-mail (stock gifts): stock-gifts@mit.edu

Back to Appreciated securities.

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