Stock Transfer Notification Form Thank you for your interest in completing this notification form to let Sun Devil Athletics know of your intent to transfer a gift of stock. You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution. * Required fields Personal Information Donor Name Name is required Address Phone Valid phone number is required Email Valid email is required How Would You Like Your Gift to Impact? Greatest need Option 1 Option 2 Option 3 Option 4 Option 5 Choose a Gift Type Stock Mutual Fund Gift of mutual form opened below Gift of stock form opened below For gifts of stock: Broker Name Broker name is required Broker's Institution Broker's institution is required Broker's Phone Broker's phone is required Broker's Email Valid broker's email is required Stock Name/Ticker Symbol Number of Shares Expected Date of Transfer For gifts of mutual fund: Please contact us for more information on a transfer of mutual funds. We will do our best to assist you with instructions for this gift. Name of Mutual Fund: Organization's Information Organization's Legal Name: Organization's Tax ID: Organization's Address: Organization's Email: Organization's Phone Number: Organization's Broker Institution: Organization's Broker Institution Address: Organization's Account Name: Organization's Brokerage Account Number: Organization's Electronic Transfer Number (DTC): Instructions for transfers by certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail. Please note: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer. First Name Last Name Comments Submit