Staff Portal

Business Office Resources

CONTACT
1525 University Avenue
Knoxville, TN 37921
Main Telephone Line
(865) 974-2115
[email protected]

ANDI HELP
(865) 974-4153
[email protected]

Business

Stock Gifts

Gifts of publicly traded stock or other securities are received electronically by the UT Foundation through our broker, BNY Mellon. The donor’s broker initiates the transfer from the donor’s account to the UT Foundation BNY Mellon account. Stocks are liquidated by BNY Mellon, and gifts are credited to the donor’s account when the stock proceeds are received. A receipt will be issued by the UT Foundation Gift Records department when the gift is posted.

Instructions for Development Officers

Please instruct the donor to provide the following information to the broker for gifts of securities to the UT Foundation:

DTC Eligible Securities
DTC number: 0443
Pershing, LLC
For credit to account number: N7M002366
Client account name: The University of Tennessee Foundation

Please email the following information to [email protected]:

  • Donor’s name(s)and ANDI (donor) ID#
  • Address or other contact information that needs to be updated, if applicable
  • Name of security and number of shares to be transferred
  • Account name or allocation of the gift

Important: The date of gift is the date the securities are received in UTFI’s account, not the date the securities leave the donor’s account. Stock transfers can take at least 24 hours and often as much as 72 hours to complete (in the case of transfers from Fidelity the time frame can extend up to ten days). Please ensure that the donor is aware of the time lag.

Questions can be directed to Amy King at [email protected].

Instructions for Donor

Please direct donors to utfi.org/giving/stocks-securities.