Gifts of Securities

In donating appreciated securities that you have owned for more than one year, you avoid capital gains tax and qualify for a charitable income tax deduction for the full value of the securities.

Transfers from a Bank or Broker

If your bank or broker holds your securities, we recommend an electronic transfer in two steps via the Depository Trust Company (DTC) system.

  1. Give your bank or broker the following instructions:
    Bank of New York Mellon
    DTC# 0443
    Pershing, LLC
    For Credit to Account: N7M100061
    Account name: Trustees of Columbia University
  2. E-mail transfer details to stockgift@columbia.edu(link sends e-mail), alerting Columbia to expect your gift. Failure to do so may cause a delay in recognizing you as the donor. Please include the following information in your e-mail:
  • Name and address
  • Name and ticker symbol of the security
  • Number of shares
  • School or department gift fund to be credited
Download CUIMC Gifts of Securities Instructions(link is external and opens in a new window)