A gift of securities such as stocks, mutual fund shares, or other appreciated assets can be a tax-efficient way to support Bryant, often allowing you to deduct the full market value of a gift of securities and avoid any capital gains tax. Please consult your tax professional to find out whether a gift of appreciate stock or securities would benefit you.
Make a Gift of Securities
If you physically hold the shares: The stock certificate and stock power must be sent to the Bryant University Advancement Services Office. Please complete only the signature section on the reverse side of the stock certificate. Your stock power must include a guaranteed signature. To ensure secure delivery, the stock power and stock certificate should be sent in separate envelopes, and mailed to:
Jamie Grenon, Senior Director of Advancement Services
Bryant University
1150 Douglas Pike
Smithfield, RI 02917-1284
If the shares are held electronically in a brokerage account: Please instruct your broker to transfer the stock using the following account information:
Bryant University Account Number: X78-216601
DTC Number: 0226
Reference: Fidelity
(Administered by Fidelity Private Client Group)
Bryant University Federal ID Number: 05-0258810
It is important to note your name and the name of Bryant University in your transfer instructions so that we may credit you promptly and properly. In all cases, please complete the information below in advance of your transfer. If you are unable to fax this information, please contact Jamie Grenon at (401) 232-6707 or Mike Bamonti at (401) 232-6808 to provide the information by telephone.
This information is also available on our Gift of Securities Form, and you can contact Jamie Grenon at (401) 232-6707 for more information.