Gifts of Stock

Gifts of publicly-traded securities are traditionally made when the securities have appreciated in value, creating a capital gains- and income-tax liability for the investor.  Simply direct your broker to transfer your shares to Friends University via our broker State Street Bank & Trust Co.  You will need to provide the following information:

State Street Bank & Trust Co
Participant # 997
SSB&T Account Number: FUBG

Wiring information (if necessary):
ABA #011000028
BNF: Friends University
AC #10369254

Notify Friends University’s broker of the order:

Kyle Coghlan
State Street Corporation
Institutional Investor Services
801 Pennsylvania Ave
Kansas City, MO 64105
Phone: 816.871.1683
Fax: 617-786-2196
Email: krcoughlan@statestreet.com

And finally, please notify Friends University of the pending gift and your preferred use of the funds by contacting:

David Alexander
Associate Vice President of University Advancement
University Advancement
david_alexander@friends.edu
316-295-5648

Brie Boulanger
Director of Development
University Advancement
brie_boulanger@friends.edu
316-295-5525

You can download the instructions here. Also, to process gifts of securities using other methods such as stock certificate and stock power, please contact State Street Bank for instructions.

Amanda Pickett
Annual Fund Coordinator
University Advancement
amanda_pickett@friends.edu
316-295-5820