Donating Securities

Initiate the Securities Transfer

You must contact your broker to initiate the transfer of securities, whether you choose to transfer electronically or send your certificates by mail. These two common methods allow you to easily make a gift of securities to the UNT Health Foundation.

 

Send the Securities to UNT Health Foundation

Most gifts of securities are made via electronic transfer. If you hold the certificates, you can choose to send them through the mail. However, if you do not hold the certificates, the transfer must be done electronically. 

 

ELECTRONICALLY

BY MAIL

Donate your securities electronically through the Foundation’s accounts with:

Wells Fargo Advisors
ACCOUNT NAME: UNTHSC Foundation
ACCOUNT NUMBER: 2512-3617
DTC NUMBER: 0141
FOUNDATION EIN/TIN: 47-1744274

Send by registered mail the unsigned certificates, along with information about the gift designation, to:

UNT Health Foundation
3500 Camp Bowie Blvd., EAD 802
Fort Worth, TX 76107-2644


ALSO: Mail the stock/bond power form (available from your broker) separately. Ensure that all owners of the securities sign the form.

 

Tell Us About Your Gift

Please contact Sydney Adams-Basped at the UNT Health Foundation by email at sydney.adams-basped@unthealth.edu and provide the information listed below. This will help ensure your generous gift is credited to the proper fund(s) and that your tax receipt is prepared in a timely manner.

  • Donor’s full name and address
  • Name and number of securities to be transferred
  • Date of planned transfer
  • Fund number or fund name
  • Name of brokerage house used for the transfer
  • Approximate value of gift

 

Questions

Please contact Sydney Adams-Basped at the UNT Health Foundation by email at sydney.adams-basped@unthealth.edu.

WYSIWYG / Rich Text

The Texas College of Osteopathic Medicine was granted a 10-year Accreditation with Exceptional Outcome in 2018. That’s the highest level of accreditation given by the American Osteopathic Association’s Commission on Osteopathic College Accreditation.

Section Heading

The Texas College of Osteopathic Medicine was granted a 10-year Accreditation with Exceptional Outcome in 2018. That’s the highest level of accreditation given by the American Osteopathic Association’s Commission on Osteopathic College Accreditation.

WYSIWYG / Rich Text

The Texas College of Osteopathic Medicine was granted a 10-year Accreditation with Exceptional Outcome in 2018. That’s the highest level of accreditation given by the American Osteopathic Association’s Commission on Osteopathic College Accreditation.

Section Heading

The Texas College of Osteopathic Medicine was granted a 10-year Accreditation with Exceptional Outcome in 2018. That’s the highest level of accreditation given by the American Osteopathic Association’s Commission on Osteopathic College Accreditation.