Sunday, June 1, 2008

Stock Donation Instructions

Shares may be electronically transferred to the Northern Arizona University Foundation’s Wells Fargo account via the DTC system. The value of each gift for tax purposes is determined by taking the means of the high and low trading values of the shares on the day they are received in the Northern Arizona University Foundation’s account multiplied by the number of shares donated.

ACCOUNT: NAU FOUNDATION
DTC #: 2027
ACCOUNT #: 72304200
INSTITUTIONAL/AGENT ID #: 94866

BANK CONTACT: Karen Ross, Wells Fargo Bank
BANK PHONE #: (480)348-4354


NOTE: Please include your name and broker’s contact information with the transfer. In order for any gift to be properly recorded, please also share this information with Karin Von Kay at [928] 523-3152 or e-mail Karin.Von.Kay@nau.edu.