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MAXIMIZE your philanthropic goals

  • Make a difference in people's lives and always be remembered for your contribution.
  • Benefit yourself, your family and Rice University with your planned gift.
  • Help us fulfill Rice's mission of providing world-class education and research for years and generations to come.

Gift Planning

Stock Transfer Notification Form

Thank you for completing this notification form to let Rice University know of your intent to transfer a gift of stock.

You will be required to initiate the transfer with your broker and complete any necessary forms with your financial institution.

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Personal Information

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Gift Information

What would you like your gift to impact?

Rice Annual Fund Area of Greatest need
Rice Annual Fund The Rice Investment/Undergraduate Scholarships
Rice Annual Fund Graduate Support
Rice Annual Fund Residential College Life
General Support for______________ (List Name of School or Department)
Access, Opportunity and Inclusion Fund (Dean of Undergraduates)
Community, Excellence and Recruitment Fund (Dean of Graduates and Post-Doctoral Studies)
Baker Institute Program Fund
Doerr Institute for New Leaders Program Fund
Kinder Institute Program Fund
Glasscock School of Continuing Studies
Other (Please indicate) _____________________________________

Gift Type:

Charity's Information

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Instructions for transfers by certified mail - If you hold securities in certificate form, you will need to mail two envelopes separately to complete your gift. In the first envelope, place the unsigned stock certificate(s). In the other envelope, include a signed stock power for each certificate. You may obtain this power from your broker or bank. Please remember to use certified mail.

Please note: This notification form is not a receipt for your charitable donation. We will send you an acknowledgement after we have received your gift. The value of a charitable gift of stock is determined by the average between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift. The date of the gift is the date the charitable organization receives the asset. Consult your broker for more information on the timing of the transfer.

Thank You

Thank you for your interest in supporting Rice University.

One of our gift planning representatives will contact you to discuss your charitable plans.

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