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
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.