You are here: Make a Gift of Securities

Make a Gift of Securities to American University

Step One:

Please instruct your broker to transfer your stock contribution to American University's account. Your broker will need the following information regarding AU's brokerage:

Morgan Stanley LLC
DTC #0015
Account #504-024436 for the benefit of American University

Stock certificates may be mailed to:
The Stuart Group
Morgan Stanley
1850 K St NW, Suite 900
Washington, DC 20006

Contact: David A. Stuart
(202) 861-5028

Alternate contact: Carrie Philips
(800) 522-3546

Step Two:

Please send a copy of your written instructions authorizing your broker to transfer your donation to AU (as well as indicating your intentions regarding AU's use of your contribution) to:

Kara Barnes
Office of Development and Alumni Relations
American University
4400 Massachusetts Avenue, NW
Washington, DC 20016-8143

Telephone: (202) 885-5914

Tax Considerations

The fair market value of your securities donation is determined by calculating the average between the high and low stock quotations on the date the stock is transferred to AU's ownership, multiplied by the number of shares transferred. For IRS tax purposes, the date of gift is the day shares are received into AU's brokerage account or the day stock certificates are signed over to AU as documented by verified hand delivery or postmark.

Federal Tax Identification Number

Please direct questions to Kara Barnes, director of planned giving, at (202) 885-5914 or