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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to Southern Nazarene University.

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

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 - Electronic delivery is the most secure and efficient way to transfer stock. In order to facilitate accurate and timely processing, please contact us with the following information when you make your stock transfer:

  1. Your name and address
  2. The name, ticker symbol, and number of shares transferred
  3. Any gift designation
Provide your broker the following information:
  1. Brokerage: Charles Schwab
  2. DTC Number: #0164
  3. Account Number: 83611509

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.

More on gifts of stocks and bonds

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.

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.