Ways to Give: Securities
Electronic Transfer of Shares
Shares may be electronically transferred to the Miami University Foundation account at Merrill Lynch via the DTC system. The value of each gift for tax purposes is determined by taking the mean of the high and low trading values of the shares on the day they are received in the account multiplied by the number of shares transferred.
Account Information:
Account Title: Miami University Foundation
DTC Number: 5198
Account Number: 639-04116
Broker Information:
Mr. E. Fred Gallenstein
Merrill Lynch
5151 Pfeiffer Road, Suite 100
Cincinnati, Ohio 45242
(866) 796-1193 toll-free
(513) 322-4405 fax
efred_gallenstein@ml.com
Transfer by Certificate
If you have in your possession the paper stock certificates, you should use the following procedure:
1. Please do not complete any section on the reverse side of the stock certificate(s). Simply mail to the following address:
Miami University Hamilton
Office of Development
1601 University Blvd.
Hamilton, OH 45011
Please also include a letter addressed to James R. Neidhard stating that you are contributing the certificate(s) to the Miami University Foundation.
2. In a separate envelope, please mail one signed copy of a stock power form per each certificate. The signature on the stock power form should reflect precisely the name printed on the certificate. Please also include one signed release form. Other than adding your signature to these forms, do not complete any other section.
