Skip to main content

Stocks & Securities

HomeGivingDirect your GiftStocks & Securities

Make a Gift of Securities to Fontbonne University

You can enjoy multiple benefits when you make a gift of stock, mutual funds or other securities to Fontbonne University. If you bought a stock years ago and it has grown in value, you can incur a capital gains tax if you sell it. If you give it outright to Fontbonne, you pay no capital gains tax and you receive the full value of the securities at the time you make your gift. Upon receipt of your gift, Fontbonne sells the securities and uses the proceeds to fund current immediate needs or for the purpose you designate, such as annual scholarship support. Fontbonne pays no tax on the sale because the University is a tax-exempt organization. Securities can make a wonderful gift for a bequest, charitable gift annuity or other type of planned gift arrangement.

There are several ways to make gifts of stock, mutual funds and other securities to Fontbonne University.

Electronic Transfer of Stock

If your broker, bank, or financial services company holds the securities you wish to give to Fontbonne, simply notify your broker, trustee officer or other person responsible that you wish to make a gift of such securities to Fontbonne University. Your broker will give you instructions about providing official authorization for such a transfer to Fontbonne. Please ask your broker to call Fontbonne University Advancement at 314-719-3604 for complete transfer instructions.

You should then notify Fontbonne University’s Advancement office that you are making a gift of securities (describing the number of shares or units, the name(s) of the stock(s), your broker’s name and phone number, and the purpose for which you wish to designate your gift). Fontbonne will notify you when the transfer is complete.

Transfer of Stock by Mail

If you hold your own stock certificates and wish to make a stock gift, you should send your unendorsed stock certificate(s) by registered mail to:

Fontbonne University
Office of Advancement
6800 Wydown Boulevard
St. Louis, MO 63105

In a separate envelope, by regular mail, please send:

  • A signed stock power form for each stock certificate being mailed. The signature should be exactly as it appears on the stock certificate. Provide only your signature on each stock power.
  • A brief note identifying yourself (name, address, phone number) and describing the name(s) of the stock(s), the number of shares you are gifting to Fontbonne and your intended purpose for your gift.

Mail both envelopes at the same time. The postmarks determine the “date of the gift.”

Fontbonne University will notify you when the envelopes have been received and the value of your gift has been determined.

Transfer of Stock in Person

Bring your unendorsed stock certificate(s) to:

Fontbonne University
Office of Advancement
Ryan Hall, Suite 204A
6800 Wydown Blvd.
St. Louis, MO 63105

One or more stock power forms will be provided for your signature as well as a receipt acknowledging your gift and its purpose.

Gift of Mutual Funds

A gift of appreciated mutual funds, held by you longer than one year, can also make a wonderful gift to Fontbonne University. Most often, the mutual fund company must transfer the mutual fund shares. You should contact your mutual fund company to receive proper instructions on how to make a gift of mutual funds to Fontbonne University. A gift of mutual funds can take much longer to complete than a gift of stock.


We are using cookies to give you the best experience. You can find out more about which cookies we are using or switch them off in privacy settings.
AcceptPrivacy Settings


  • GDPR Privacy Policy
  • Google Analytics

GDPR Privacy Policy

Privacy Policy

Overall Policy

Thank you for visiting our website. We’re pleased to share our policy regarding the use of information received here. Privacy is a matter of concern to us. We are committed to protecting your privacy and the security of the information that you may provide to us.

Personal Information

We do not track individual users. Your email address or other personal information is not collected unless you provide it on a form, survey or application. We will not sell or otherwise make available any personally identifiable information to any organization not directly affiliated with us. We will comply with legitimate government or legal requests as necessary to protect our organization or to comply with laws.

Traffic Analysis

We analyze traffic to this site. We collect statistical data on an aggregated basis through Google Analytics. For example, we collect information about the domain names of servers that bring visitors to our site. We count the number of visitors and keep track of where they go on our site. Such information allows us to find out what areas users visit most frequently and what services they access the most, which enables us to create a better overall user experience. To gather such data, we use cookie technology, which collects data in aggregate form, not by individual user.


As referenced above, we use cookie technology for traffic analysis. Cookies are small pieces of information stored by your browser on your computer’s hard drive. The cookies placed by our server do not gather personal information about you, do not provide any way for us to contact you and do not gather information about your computer. The cookies simply allow us to enhance our site by letting us know what sections are visited most often. The use of cookies is common on the Internet, and our use of them is similar to that of other reputable online organizations.

Links To Other Sites

Our site contains links to other sites and Internet resources. We are not responsible for the privacy practices or the content of these third-party websites and Internet resources.

Updates To Privacy Policy

We may update the privacy policy periodically, and we encourage visitors to review them on a regular basis.

Last revised: June 2015

Google Analytics

Fontbonne University to close in summer 2025 leaving a legacy of more than 100 years of Catholic higher education.Learn More