Electronic Transfer is the most efficient way to transfer securities to Doane University. If your stock is held at a broker, notify the broker that you wish to make a gift of securities to us. Your broker will need written authorization from you before they can make the transfer. Be sure to tell them the name of the stock that you want to transfer, the number of shares, and where you would like your gift to be designated.
Please Note:
Due to the Patriot Act, the donor name(s) does not always convey with the transfer. We also ask that you contact the Advancement Office either by email at advancement@doane.edu or by calling 402.826.8258. Shares are often transferred into our account without information, including the donor's name. Your phone call will allow us to match up your name with the correct stock gift.
Securities should be transferred directly by:
Broker
Raymond James & Associates
Holly R. Boucher, CFP
8700 Executive Woods Drive
Suite 300
Lincoln, NE 68512
Direct: 402.853.7662
Toll-Free: 844.808.7911
Main: 402.853.7660
Fax: 866.954.9322
http://raymondjames.com/hollyboucher
DTC: 0725
Account Number: 32452654
Account Name: Doanco
Please complete Doane's Stock Transfer form here.
Broker
Edward Jones
Preston Meints, Financial Advisor
511 2nd St Suite D
Friend, NE 68359
Office: 402.947.2104
Fax: 877.405.0986
preston.meints@edwardjones.com
DTC: 0057
Account Number: 68002806-1-9
Account Name: Doanco