Securities Transfers

Electronic Transfer is the most efficient way to transfer securities to William & Mary or one of our foundations. If your stock is held at a broker, notify the broker that you wish to make a gift of securities to us. Your broker will need written authorization from you before they can make the transfer. Be sure to tell them the name of the stock that you want to transfer, the number of shares, and where you would like your gift to be designated.

NOTE: Due to the Patriot Act, the donor names does not always convey with the transfer. We also ask that you contact Gift Accounting either by email at gifts@wm.edu or by calling (757) 221-1001 to let us know that the gift is in process. Shares are often transferred into our account without information, including the donor's name. Your phone call will allow us to match up your name with the correct stock gift.

Securities should be transferred directly by:

William & Mary Foundation

William & Mary

Athletic Educational Foundation (AEF)

William & Mary Business School Foundation

Marshall-Wythe School of Law Foundation

Murray 1693 Scholars Foundation

Muscarelle Museum of Art Foundation

Virginia Institute of Marine Science Foundation