Gifts of Stock & Mutual Funds

See Yourself Reflected in Our Future

When you donate your assets to DU, you see your ambitions and goals reflected in the future of our facilities, research and programming. Your gift has real, far-reaching impact that advances the causes you truly care about. Past donors have supported:

We work to make the process of supporting DU as simple as possible. If you have questions regarding stocks held with a broker, mutual funds or stocks held in certificate form, we're here to help you make a meaningful impact.

 

Mutual Fund Transfers

Please contact us at giftinfo@du.edu or 303-871-2311 before requesting the transfer with your broker so that we can assist with acceptance of the transfer.

To expedite the process and ensure securities transfers are completed properly, email us at giftinfo@du.edu to let us know a securities transfer is forthcoming. Copy any associated DU staff with whom you are working to make this contribution.

Include the following in your message:

  • The quantity and name of the security or mutual fund (and the ticker symbol if known)
  • When the donation is to be expected
  • What designation the monies should be placed in upon receipt
  • Any special handling instructions or details

Although DU and our broker will do everything we can to facilitate the transfer of mutual funds, it can take several days to complete the transfer and therefore our valuation of the contribution.

Broker-Held Stocks

DTC* Transfer Information

Brokerage Firm: UBS Financial Services, Inc.
Further Credit: University of Denver
Account Number: AB-43589-A0
DTC Number: 0221
DU’s Taxpayer ID number: 84-0404231

*Despository Trust Company (DTC)

Broker for the University

Austin E. Trevino
Financial Advisor - Wealth Management
UBS Financial Services, Inc.
370 17th St, Suite 4100
Denver, CO 80202
Email: austin.trevino@ubs.com
Phone: 303-820-5016 | Fax: 855-463-2012

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Stock Held in Certificate Form

How to Transfer

1. Mail the unendorsed certificate, along with a letter of instruction to the DU Office of Gift Administration at:

University of Denver
Office of Gift Administration
2601 E Colorado Ave.
Denver, CO 80210

2. In a separate envelope, mail a stock power (signed and dated) for each certificate, and send to the DU Office of Gift Administration at:

University of Denver
Office of Gift Administration
2601 E Colorado Ave.
Denver, CO 80210

Please contact the Office of Gift Administration at giftinfo@du.edu or 303-871-2311 for more information, if needed.

Donor Stories

Helping Future Teachers
Helping Future Teachers

With planned giving, Bob Metzler established the Metzler Family Scholarship Fund — the largest in the history of the Morgridge School of Education — to ease the financial pressure for teachers like himself. 

Learn More

Donna Vocate's Scholarship
Donna Vocate's Scholarship

Upon learning that no graduate communications scholarships existed, Donna Vocate was inspired to give back.

Learn More

Young Alumni Scholarship
Young Alumni Scholarship

Thanks to trustee Craig Harrison (BSBA ’03), the Young Alumni Endowed Scholarship Fund provides support for exceptional rising seniors at DU.

Learn More