Gifts of Stock
Donating securities may offer significant tax advantages. Before making a gift of stock, please notify Susie Crafton in the WW Development Office (609-945-7007 ex. 301 or [email protected]); please be prepared to provide the donor’s name and approximate number of shares of stock to be transferred.
Legal name: Woodrow Wilson National Fellowship Foundation
Tax ID number: 21-0703075
Securities Held by a Broker/Bank
If the shares to be gifted are held by a broker or bank, you will need to provide written instructions to authorize the transaction. Here is some sample language:
I wish to make a gift to Woodrow Wilson National Fellowship Foundation of “X” shares of “ABC” Corporation. Please transfer the stock to the Foundation via DTC as follows:
Bank Name: UBS Financial Services
DTCC #: 0221
Account Name: Woodrow Wilson National Fellowship Foundation
Account #: KU63097
Securities Held Physically
If you hold a stock certificate, you will need to send the certificate(s), a copy of the letter that accompanied the certificate, and the original stock power form. Please note that you must send the certificate and stock power form separately.
- Download and print out a stock power form. If more than one stock certificate is being donated, where it says “represented by certificate(s)…” you can write see attached and attach a list.
- Sign the stock power form exactly as your name appears on the certificate.
- Provide a copy of a photo ID that includes a signature.
- Mail the certificate and the signed stock power form, in two separate envelopes, along with a copy of the letter that accompanied the certificate, to the following address:
The Gunderson Group
UBS Financial Services Inc.
1285 Avenue of the Americas, 18th floor
New York, NY 10019