To help us track your securities transfer in a timely manner, please inform Lizbeth Turner in the Office of Planned Gifts at 504-314-7377, 800-999-0181 (toll free) or firstname.lastname@example.org of the stock you intend to transfer or the approximate value of your gift, the purpose of your gift, and your broker's name and phone number, if applicable.
Your gift of securities can be transferred to the account of The Administrators of the Tulane Educational Fund by providing the following transfer instructions to your broker:
State Street Corporation
Further credit to account #: WA62
Account Name: Tulane Gift Account
Donor Name: [your name]
Attention: Tony Twyman
Tulane also maintains gift accounts with other brokerage firms, so it may be possible for your broker to transfer shares by journal entry instead of by a DTC transfer. Contact the Office of Planned Gifts to obtain a sample broker instruction letter containing all pertinent information.
If the certificates are in your possession and unendorsed, mail certificates, with letter of instruction, by FIRST CLASS mail.
Separately mail to the same address the stock/bond power, filled out only with the number of shares and your guaranteed signature.
Use the address below for both mailings:
1030 Audubon Street
New Orleans, LA 70118-5239
If the certificates are already endorsed send by REGISTERED MAIL or deliver by hand to Betty Gutierrez at the address above.
Contact Molly Sullivan in the Office of Planned Gifts at 504-314-7373, 800-999-0181 (toll free) or email@example.com for instructions; transfer procedures vary with each mutual fund. A transfer of mutual fund shares usually takes longer than a transfer of stocks or bonds.
The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.
Office of Development, P.O. Box 61075, New Orleans, LA 70161-9986 | 504-865-5794 | 888-265-7576 | firstname.lastname@example.org