股票及其他证券

Please follow these instructions when making a gift of stock or securities to Kennesaw State University.

通知我们你的计划

Inform the Office of Development of the specific property you plan to contribute, including the number of shares and the name of the issuing company or mutual fund. When you call (470-578-2256), tell the receptionist you are interested in making a gift of securities. 你将与合适的工作人员联系。

Please note: According to IRS guidelines, the date and value of your gift are determined by the date in which the Kennesaw State University Foundation takes control of the securities. The 已经基金会 is a 501 (c) 3 nonprofit organization that assumes fiduciary responsibility for private gifts to Kennesaw State University.

将证券转移到肯尼索州立大学基金会

a .在经纪账户中持有的公开交易证券

Send your broker a 授权书 specifying the securities to be transferred and purpose of your gift, e.g., "for student scholarships." Send a copy of this letter to your contact person in the Office of Development. If you do not have a contact person, please send the copy to the Kennesaw State University Office of Development to the attention of Carol Goodreau. If possible, please have the securities transferred electronically, directly to the 已经基金会's account as listed below. This minimizes sales and administrative costs so that more of your gift can be put to its intended use.

DTC: 0226, National Financial Services
Further credit to account #: NYK - 004212 (*the dash may be omitted if rejected by the transfer portal)
Account Name: Kennesaw State University Foundation

If your broker has questions or cannot transfer the stock electronically, call us and we will be happy to assist you in completing your gift.

B.以证书形式持有的公开交易股票

If you wish to contribute all shares represented by a certificate registered in your name, please call us at 470-578-2256.

如果您计划只出资股票证书所代表的部分股份,您将需要由转让代理或发行公司以肯尼索州立大学基金会的名义签发新的证书。 Or, you can take the stock certificate to your broker 银河娱乐博彩 a signed 授权书 specifying the number of shares to be transferred and the intended use at the Foundation, e.g., "for the Kennesaw Fund." Once the certificate has been executed, your broker can put the securities into your account and transfer the desired number of shares to Kennesaw State University Foundation. (See instructions for transferring "publicly traded stock held in a brokerage account" above.)

C.共同基金

To make a gift of mutual funds, please send your mutual fund company a 授权书.

不同的共同基金公司对此类转账有不同的要求。 Please call the NFS TOA (transfer of assets) Receives Department using hte Fidelity Clearing & Custondy Solutions support line at (877) 262-5950.

Further credit to account #: NYK - 004212
Account Name: Kennesaw State University Foundation

请致电(470)578-2256与Carol Goodreau联系,了解更多关于您的转学问题。