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This form serves as notification of your
intention to make a gift of stock to Harvard.
It is important that we are notified prior to every stock transfer, in order for us to accurately identify, allocate, and acknowledge your gift. Note that this form cannot be used for restricted stock or stock traded on non-U.S. markets; making life income gifts, gift annuities, or unitrusts; transfer of physical stock certificates; or for membership dues. To make such gifts, or if your gift involves special considerations or instructions, please call the Harvard Management Company at 866-845-6596.
Please complete the following information. Required fields are marked with an asterisk (*).
If Harvard alumnus/a, please also tell us:
If you have more than one degree, choose the most recent.
Email and phone information helps us in case we have questions about your gift. Please enter your phone number in the following format: xxx-xxx-xxxx.
Please mail a Matching Gift Form
from the matching company, if applicable,
to the following address:
Office of the Recording Secretary
Matching Gifts Program
124 Mount Auburn Street
Cambridge, MA 02138
I have checked the information about the gift I am making, and wish to submit it. I understand that the effective date of gift will be the date my gift is received in Harvard's account.
Since this form only serves as notification of a gift, you will need to coordinate/authorize your broker to send the shares to Harvard. Our DTC transfer instructions will follow after submission.
If you still wish to make a gift but need assistance, please call the Harvard Management Company at 866-845-6596.
Make a Gift
© 2013 The President & Fellows of Harvard College