If you have any questions and would like to
speak with a Development department representative, please call
757-823-8323.
A transfer of appreciated securities (stocks or bonds) to the Norfolk State
University Foundation allows the donor to make a gift and receive a
charitable deduction equal to the full fair market value of the securities.
The donor pays no capital gains tax on the gift.
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STOCKS HELD BY A BROKER:
Donor should instruct his/her broker to send stock to:
Trust Company: Account: Norfolk State University Foundation, Inc.
Account #: 601-15905-17-504
Smith Barney/Citigroup
6735 Crosswinds Dr. N.
St. Petersburg, FL 33710
DTC#0418
Attn: Donna Phipps
Phone: (800) 344-6714 Fax:
(727)343-8203
Donor should instruct his/her broker to send copy of confirmation to the NSU
Foundation, c/o Phillip D. Adams, Executive Director (pdadams@nsu.edu)
indicating donor’s name, stock being transferred and date of transfer.
Important: See Gift
Notification.
STOCKS HELD BY THE DONOR REGISTERED IN THE DONOR’S NAME:
Mail signed stock certificates (or unsigned certificate with a signed stock
power, sent under separate cover) with a letter stating intention to gift
the stock to the NSU Foundation, Inc. to:
Phillip D. Adams
Executive Director
Norfolk State University Foundation, Inc.
700 Park Avenue
Norfolk, VA 23504
Important: see Gift Notification.
STOCKS RE-REGISTERED INTO THE NAME OF NSU FOUNDATION, INC.:
Mail stock certificates to the address listed above. Important: see Gift
Notification.
GIFT NOTIFICATION:
The donor should follow up with a letter to the NSU Foundation to instruct
the Foundation as to the donor’s intentions every time a stock gift is made.
This will ensure that proper credit is given.
Norfolk State University Foundation, Inc.
700 Park Avenue
Norfolk, VA 23504
Phone: (757) 823-8323
Fax: (757) 823-2405
