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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
Voice: 303-541-1232
Fax: 303-541-1297

Foundation’s Broker:
Paul G. Arevian, CFA, CFP®
Senior Vice President – Investments
UBS Financial Services Inc.
370 17th St., Suite 4100
Denver, CO 80202-5641
Voice: 303-820-5015
Fax: 855-463-2012

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