Duke University
Make a Stock Gift

For more information about giving to Duke, visit the Duke University Development and the Alumni & Development Records web sites. For specific questions contact the Alumni & Development Records Office via e-mail at stockgifts@duke.edu or via telephone at (919) 684-2338.

This form allows you to declare your intention to make a stock gift so that we may credit your gift appropriately. You must contact your broker to initiate the actual transaction.

Upon completion of this form, you will receive a confirmation email, as well as transfer instructions and applicable forms that will assist you in completing your gift to Duke.

Please remember that it may take several days for your broker to complete a transfer of stock due to heavy activity at the Depository Trust Company in December.

Start Here
Are you the donor or the broker?
    Donor      Required Field indicates a required field if you are the donor.
    Broker     Required Field indicates a required field if you are the broker.

Your email address: Required Field Required Field

Donor Information
Please enter information about the donor in the following fields:

Check here if the donor has previously given gifts to Duke.

Donor's First Name: Required Field Required Field
Donor's Middle Name:
Donor's Last Name: Required Field Required Field
Home Address Line 1: Required Field
Home Address Line 2:
City: Required Field
State: Required Field if a United States address.
Other:
Country: Required Field Required Field
(Leave blank for "United States")
Postal Code: Required Field Required Field if a United States address.
E-Mail: Required Field
Home Phone #: Required Field
Duke Class Year:
Company:
Position/Job Title:
Work Phone #:
FAX #:
Spouse's Name:
Spouse's Duke Class Year:

Broker Information
Please enter information about the broker who will make the transfer:

I am not using a broker for this transaction.

I am using a broker for this transaction.

Brokerage/Financial Institution Name: Required Field Required Field
Broker/Contact Name:
Broker/Contact Phone #: Required Field Required Field
Broker/Contact FAX #:

About This Gift
Please tell us about the gift:

Expected date of transfer (mm/dd/yyyy): Choose date from calendar.

I am unsure of the exact stocks/securities that will be donated. However, I will follow-up with your office once the decision is made.
I want to donate the following stocks/securities:

Stock / Security Name # of Shares and/or $ Approx. Value (USD)
and/or $USD
and/or $USD
and/or $USD
and/or $USD

My Company will match my gift. My Spouse's Company will match my gift
   

Designate my Gift to the following:

If more than one designation is specified, your gift will be divided equally unless other instructions are provided in the comment section below.

Gift Designations: 1.

2.

3.

4.

If you are unsure of where you'd like to designate your gift, below are a list of commonly used designations. Check all that apply.

Gift Designation Options Show options   Hide options

Additional Comments Regarding Designations: (optional)

Bot test: Four plus five is what?
Required Field Required Field

Submit This Form
Submit this form to send this information to Duke University's Alumni & Development Records office.