Instructions for Stock and Bond Gifts
For mutual funds, foreign stocks, physical certificates, bequest gifts, or other types of securities, contact the Security Gifts team at (866) 845-6596 or donorsecuritygifts@harvard.edu.
You may provide this information by one of the following methods*:
- Online Gift Form: Notify the security gifts team of an Expected Gift of US Securities using the form below.
- Email: donorsecuritygifts@harvard.edu
- Phone: (866) 845-6596
- Fax: (617) 496-8608
- Mail: President & Fellows of Harvard College, c/o Office of Gift Administration, 124 Mount Auburn Street, Cambridge, MA 02138, Attn: Security Gifts
*Information attached to a transfer as "Comments" does not reliably arrive in its entirety.
Provide the following information to the security gifts team in Office of Gift Administration (OGA):
- Name of the security
- Number of shares
- Name of the donor with class year, if applicable
- Designation of the gift
- Brokerage or bank where the shares are held
- Cost basis and acquisition date*
*This information is being collected in relation to the Tax Cuts and Jobs Act of 2017.
Important: These instructions do not constitute authority to open an account in Harvard's name.