Securities & Properties
Thank you in advance for your support of the University of Utah. For gifts of property, please e-mail Jeff Paoletti, Executive Director of Planned Giving, or call him at (801) 581-6825 or (800) 716-0377.
For gifts of securities, please notify the development office by a letter of intention outlining the specifics of the gift, area to be supported, and method of transfer.
If the stock is held in your brokerage account it can often be transferred directly to a University of Utah account. When the university receives notification, it will promptly contact your banker or broker to arrange disposition of the securities.
If you hold your own stock certificates, send them, along with a letter of intention, by ordinary first-class mail, without endorsement, assignment, or other notation to:
Development Office
University of Utah
540 Arapeen Dr, Ste 250
Salt Lake City, Utah 84108-1238
Under separate cover, forward by first-class mail, a stock power (one for each certificate) endorsed in blank (your signature only, exactly as your name appears on the face of the certificate) and bearing a signature guarantee from a bank officer along with a copy of the letter of intention mailed with the certificate. Stock power forms are readily available from any bank or brokerage house or from the development office.
For questions regarding securities, please e-mail Tina Burton, Executive Director of Development Services, or call her at (801) 581-6825 or (800) 716-0377.
