Skip to main content
Shield iconArrow cta iconClose iconPencil icon

Planned Gifts

Stock Transfer Form

It's simple to make a gift of stock to St. Lawrence University!

When you complete the information below and click "Submit,” you will see a link to a pdf of stock transfer instructions to share with your broker and will receive an email with the same information. At the same time, the University will receive the information provided about your intentions so we can process, receipt, and credit your gift of stock when it arrives.

If you have questions or need assistance, please contact:  
Philip Mitchell, Chief Clerk at 315-229-5734 (office), 315-229-5620 (fax), or pmitchell@stlawu.edu 
Bob Doser, Sr. Associate Director at 315-229-5323 (office), 315-229-5620 (fax), or rdoser@stlawu.edu

Please provide the following information, those marked with * are required.

 

Please Note: If you want to transfer bonds, certain mutual funds, or are transferring assets for a planned gift to establish a charitable gift annuity, charitable trust, or another instrument please request special instructions from:
D. Kurt Terrell, Director of Planned Gifts at 315-229-5026 (office), 315-229-5620 (fax), or kterrell@stlawu.edu
Alice David, Admin. Secretary at 315-229-5507(office), 315-229-5620 (fax), or adavid@stlawu.edu

 

The St. Lawrence Fund is the Cornerstone of Laurentian Giving.  It is a way every Laurentian can participate and make their gift count during this campaign.