Make a Stock Gift

Make a Stock Gift

This form allows you to declare your intention to make a stock gift to Exeter. This information will allow Exeter to credit your gift appropriately and in a timely manner.

Please note: You must contact your broker to initiate the actual transfer.

Once you have completed and submitted this form, a confirmation page (as well as a confirmation email) - will provide complete stock transfer information including the Academy’s electronic account information. For specific questions, contact stockgift@exeter.edu.

Please remember that it may take several days for your broker to complete a transfer of stock in December.

* Required fields

Donor Information
required First Name:
required
Middle Name:
required Last Name:
required
Class Year:
required Affiliation
required
required Preferred Email:
required
Preferred Phone Number:
Address Information
required Address Line 1:
required
Address Line 2:
Address Line 3:
required City:
required
required State:
required
required Zip:
required
required Country:
required

Broker/Stock Information
required Brokerage/Financial Institution Name:
required
Broker/Contact Name:
Broker/Contact Phone Number:
required Anticipated Transfer Date:
RadDatePicker
RadDatePicker
Open the calendar popup.
required
Stock Name:
Number of Shares:
(example 1,000)
required Approximate Total Value (US$):
(example 5,000)
$ required
Gift Selection Information
required I would like to designate my gift to:

required
If you selected 'Other', please specify:
Additional comments regarding designation (optional):

Data Privacy Statement

Information provided by you on this form will be used by Phillips Exeter Academy for the purpose of correctly recording your stock gift. Personal information contained in Institutional Advancement Office records is used only for Phillips Exeter Academy related business.

If it is your intent to make a gift of stock to Phillips Exeter Academy as outlined above, please click 'Next' below. You must contact your broker to initiate the actual transfer. Specific stock transfer instructions will appear on the confirmation page and in the confirmation email.

Please note: You must contact your broker to initiate the actual transfer.