Gifting appreciated securities, such as stocks, bonds and mutual fund shares, can be particularly advantageous for donors.  If the donor has owned the securities for more than one year, the donor may be able to claim the full market value of the donated shares as a tax deduction, while concurrently avoiding capital gains taxes on the appreciation.  These benefits only apply if the securities are transferred directly to Duke; they do not apply if the donor sells the securities and transfers the proceeds.  Tax deductions for donations of appreciated securities are subject to AGI limitations.  Donors should consult with a tax professional prior to gifting appreciated securities.

Prior to contributing securities directly to Duke, please notify ADR with your intentions, so your gift can be properly identified, allocated and acknowledged. To ensure accurate processing of the gift, please provide the following: 

  1. Donor’s name
  2. Name of the security or securities
  3. Quantity of each security
  4. Gift allocation (if known)

This information can be provided online at: https://www.stockgifts.duke.edu/.  If you have trouble completing the online form, details can be sent to stockgifts@duke.edu.

Upon completion of the form, you will receive a confirmation email, as well as transfer instructions and applicable forms that will assist you in completing your gift to Duke.

DTC (Depository Trust Company) Stock Transfer Information:

DTC #0443
Pershing LLC
Account #: N7M-001087
Duke University Gifts

Tax ID:

56-0532129

Mailing address:

Alumni and Development Records
Duke University
Box 90581
Durham, NC 27708-0581

Note:  If you would like to transfer privately held securities, such as partnership interests or LLC membership interests, foreign stock or physical certificates, or have a question about your transfer, please contact Binta Watkins for assistance at 919-684-4569.

Do not send cash using these instructions. To wire or transfer cash, please contact ADR at (919) 684-2338.