Lending a Helping Hand
Rod and Sally Lorimer opted to establish a charitable remainder trust using their Clorox stock holdings.
Many donors choose to make a gift with assets other than cash. The Foundation is happy to accept gifts of stocks, bonds, mutual funds, or other assets: some donors may accrue tax advantages for donating appreciated securities.
Instructions for Electronic Transfer of Marketable Securities such as Stocks, Bonds, and Mutual Funds
Depository Trust Company (DTC) is a central securities repository where marketable securities are exchanged. The DTC is a member of the Federal Reserve System.
Before initiating a DTC transfer, please inform the CU Foundation (preferably by email) and its broker of:
- A description of the donated security
- Number of shares
- Donor name
- Gift purpose/fund name and number
- Your CU Foundation development officer’s name.
This information greatly increases the efficiency of processing each gift. NOTE: Without the donor name, receipts cannot be created. Without the gift purpose, funds cannot be distributed to CU.
University of Colorado Foundation
4740 Walnut St. Boulder, CO 80301
Paul G. Arevian, CFA, CFP®
Senior Vice President – Investments
UBS Financial Services Inc.
370 17th St., Suite 4100
Denver, CO 80202-5641
DTC transfer instructions needed by sending broker:
Brokerage Firm: UBS Financial Services Inc.
DTC Number: 0221
For Credit To: University of Colorado Foundation
Account Number: AB-06753-15
Taxpayer Identification Number: 84-6049811