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Definition: Marketable stocks, bonds, mutual funds.
Policy: Securities typically sold after receipt.

Donor notifies the Foundation of donor's name, name of
stock or bond, number of shares or bond's face value,
intended transfer date, intended use of gift.
Send notification prior to/concurrent with transfer.
Valuation is the average of high and low stock price on gift
date.
Gift date is determined by postmark, date of hand delivery or
broker transfer to the Foundation if stock is in donor's name
or by date on stock certificate if reissued to the Foundation.

Note: Policies are in accordance with U.S. IRS regulations.

How to send gifts:

Brokers may transfer by wire directly to the Foundation's account:

University of Oklahoma Foundation, Inc.
73-6091755
Fidelity Investments
Account #X67-566080
DTC #0226

-or-

University of Oklahoma Foundation, Inc.
73-6091755
Charles Schwab & Co., Inc.
Account #8769-8533
DTC #0164

Mail stock certificates unsigned and by registered mail to the Foundation's street address.

Send stock/bond power form (available from broker) separately from stock certificate to the Foundation. Signature on stock/bond power form must match title on certificate. All owners of stock must sign form.

Hand deliver option:
To the Foundation.

Closely held securities:

Policy: Donors of securities not publicly traded must first obtain an outside appraisal of the gift.

Sending gifts: Send independent appraisals to the Foundation, including name, address and intended use of gift. Proposed gift will be reviewed by the Foundation's Investment Committee and a determination made.


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