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.