GIFTS OF STOCK
For paper certificates (for electronic transfer, please see below): to complete a gift of
shares for which a donor holds a valid certificate, please send the unendorsed
certificate(s) via certified U.S. Mail* to:
University of the Incarnate Word (US Federal EIN: 74‐1109661)
Office of Institutional Advancement
4301 Broadway, CPO 309
San Antonio, TX 78209
ATTN: Diane Echavarria, Director of Major Gifts and Planned Giving
Prior to doing so, the owner(s) of the shares must sign a copy of the below stock power
form,
signing their name(s) as they appear on the certificate. Then, the donor’s signature must
be guaranteed (Gold Medallion Guarantee preferred) by any bank or brokerage.
The completed stock power form should then be mailed via ordinary first‐class mail to
UIW at the above address, using a separate envelope from that used to mail the
stock certificate(s). One completed stock power form is required for each different
corporation whose shares are being contributed; multiple certificates for a single
corporation require only a single stock power form. The donor should not write anything
on the stock power form other than his/her/their signature and the signature guarantee.
Certificates and stock power forms may also be hand‐delivered to the University of the
Incarnate Word, Office of Institutional Advancement. The Office of Institutional
Advancement is located on the second floor of the Buckley‐Mitchell Building on the UIW
campus.
For electronic transfers of stock, donors should contact their personal brokerage and
direct that shares be transferred to UIW. Please call (210) 829‐6071 to let us know that you
are transferring the stock. Below is the information necessary for the completion of this
type of electronic transaction:
UIW Brokerage: Merrill Lynch
UIW Account Number: 59204161
DTC Number: 5198
Attention: Anna Femat
Telephone: (210) 8052817
* Please note: when stock certificates are sent via the U.S. Postal Service to UIW, the date of gift