Securities

How to Transfer Stock to Graceland University

A gift to Graceland is a good way to give yourself a tax break. Make your gift by December 31 to take an income tax charitable deduction for 2002.

By Direct Transfer

  • Securities held in a brokerage or custodian account - notify your broker of your intended gift by electronic transfer and contact Peggy Sturdevant in the development office at 800.645.3582, or email Peggy Sturdevant at peggys@graceland.edu
  • Complete the Stock Transfer Information.
  • The date of the gift is the date that the shares are deposited in Graceland's account.

By Mail

Securities held in certificate form may be mailed or delivered unendorsed. Please enclose a letter stating the purpose of your gift.
  • Send to Graceland University's Office of Development, by registered mail, the unendorsed certificates.
  • In a separate envelope, mail or deliver to the same office a stock or bond power for each security, left blank except for your signature. You may use our printable stock power or obtain blank powers from your bank, or your broker.
  • Sign your name on the stock power form exactly as it appears on the certificate. Have your signature guaranteed by your broker or banker.
  • Please include in one of the envelopes a letter indicating the purpose of your gift.
  • These measures are taken for safety and security reasons.
  • The date of the gift is the postmark date on the registered mail envelope.

Value of the Gift

  • The value of the gift will be the average of the high and low prices on this date. You will receive written confirmation of the value and date of your gift for income tax purposes.
Graceland University - 
Lamoni Campus
| 1 University Place |
Lamoni, IA 50140 |
641.784.5000
Independence Campus
| 1401 W. Truman Road |
Independence, MO 64050-3434 |
816.833.0524
Online Programs
800.833.0524
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