DTC instructions for Stock and Bond Gifts
These instructions are used exclusively for the transfer of U.S. stock and bond gifts to Harvard. To transfer mutual funds, foreign stocks, physical certificates, or any other gifts that may require special instructions, please contact the security gifts team in Alumni & Development Services (ADS) at (866) 845-6596.
1. Provide the following details to your broker:
DTC #: 0997
Receiving Institution: State Street Bank & Trust Company
Account Title/Registration: President and Fellows of Harvard College*
Account #: 3091
Tax Identification #: 04-2103580
*This is the legal name of Harvard University and the Account Title that must be used to ensure delivery.
2. Provide the following information to the security gifts team in Alumni & Development Services (ADS):
- 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.
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
- Email: firstname.lastname@example.org
- Phone: (866) 845-6596
- Fax: (617) 878-6598
- Mail: President & Fellows of Harvard College, c/o Alumni & Development Services, 124 Mount Auburn Street, Cambridge, MA 02138, Attn: Trust Administration
*Information attached to a transfer as "Comments" does not reliably arrive in its entirety.
Important: These instructions do not constitute authority to open an account in Harvard's name.
Many employers sponsor matching gift programs and will match contributions made to Harvard by their employees. To find out if your or your spouse’s company has a matching gift program, please enter the employer's name below.
If your or your spouse’s company has a matching gift program, please request a matching gift form from the company and send us the completed form with or following your gift. If the employer uses an online matching gift site, please send your gift to us and visit the company’s website to request that a matching gift be made.
Please direct completed forms and/or questions to:
Alumni & Development Services
124 Mount Auburn Street
Cambridge, MA 02138