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
Email: brie_boulanger@friends.edu

Phone: 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