Gift Options

GIFTS OF SECURITIES

Stock that has increased in value is one of the most popular assets used for charitable giving once it has been held for more than one year. Making a gift of securities to us offers you the chance to help our organization while realizing many important benefits for yourself.

Profile of a Giver
If you answer yes to each of the following questions, a charitable gift of stock probably meets your needs. If not, we can help you find a different option that's a better fit.

  • Do you have securities that you've owned for more than one year that are worth more than you originally paid for them?
  • Do you want to avoid paying taxes on their appreciation?
  • Can you afford to give up ownership of these securities?
  • Would you like to support NDSU today?

Please contact Stockgifts@ndsualumni.com or give us a call at 800-279-8971 with the specifics of your securities transfer.

Provide to your broker the following information:
Broker Name: Reliance Trust
DTC Number: 8434
FBO: F7 – Bell Bank
Account Number: 7200F7016
Further Credit To: NDSU Foundation & Alumni Assn, 620159012
Account Contact: Matt Bushard (701) 451-3059
 

Please include the following information:
• The number of shares
• Name and ticker symbol of the security
• Approximate value of the gift
• Gift designation of the stock transfer

Please note that the NDSU Foundation and Alumni Association has a general policy to sell these gifts as soon as all relevant information has been received.

If you have the physical securities:

  • Hand-deliver them to us or
  • Mail us the stock and stock power separately.

If you don't have possession of the physical securities:

  • Instruct your broker to electronically transfer your intended shares shares utilizing the instructions above or
  • Ask your broker to notify us once the transfer is complete

Please note: The steps above are for donating publicly traded stocks you have owned for more than one year that are worth more than when you first purchased them.

If you have stock losses:

  • Sell the stock yourself to realize the loss and take any allowed deduction for tax purposes.
  • Then generate a charitable deduction by donating the cash proceeds of the sale to NDSU Foundation and Alumni Association.

Contact a staff member

DISCLAIMER
Information on this website is not intended as legal or tax advice. For information on how any gift may affect your tax situation, please consult with your own tax advisor.




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NDSU Foundation | 1241 North University Drive | PO Box 5144 | Fargo, ND 58102 | 800-279-8971 or 701-231-6800 | Fax: 701-231-6801 | office@ndsufoundation.com

The NDSU Foundation is a nonprofit, tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code. Donations are tax-deductible as allowed by law.