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You can often realize tremendous tax benefits by giving gifts of stocks and bonds. Securities gifts can be made using the printable securities transfer form below. Send the form to your broker and contact Sheila Williams at (206) 281-2063, or e-mail her. Be sure to tell us where you wish your gift to be directed. If the stock certificates are in your possession, sign them over to Seattle Pacific University on the back and mail them to:




Advancement Services
Seattle Pacific University
3307 Third Ave. West
Seattle, WA 98119
Attn: Mrs. Sheila Williams

For questions regarding giving securities please email or call Advancement Services at
(206) 281-2063.


Date: _____________________________

To: ______________________________

_________________________________

_________________________________

Please accept this letter as your authorization to irrevocably transfer:

____________________________________________________

In the name of:

____________________________________________________

____________________________________________________

To the account of: Seattle Pacific University

SPU brokerage account number:
( Please call Advancement Services at (206) 281-2063 for this information)

DTC Clearing Account #
SPU Acccont #

Signatures of holder of securities:

________________________________________

________________________________________

Gift Designation:
(purpose of gift)

____________________________________________________

Our brokerage firm is Morgan Stanley Dean Witter, office (206) 464-4000

  • Jeff Mullen, broker (206) 464-4068

  • Dorothy Marston, Client Services Associate (206) 464-4076

 



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General Information: University Advancement (206) 281-2131 or (206) 281-2000.
3307 Third Avenue West, Seattle, WA 98119-1997, U.S.A.