Electronic stock transfers

In accordance with IRS guidelines, your gift of stock will be credited on the date the stock is received in Norwich University’s account and the gift amount will be based on the average of the high and low value of the stock on that date. Your broker may take several days to initiate a transfer, and the transfer itself may take 48 hours or longer.

Please let us know when you are ready to authorize an electronic stock transfer to Norwich University’s account so we can notify our account manager and properly credit your gift when it arrives. Call the Norwich University Development and Alumni Relations Office at 802.485.2300 to receive a stock transfer information sheet, which includes the stockbroker, DTC and account information you will need to complete the transfer.

Call the Development and Alumni Relations Office at 802.485.2300 or email development@norwich.edu with questions or to let us know of a stock transfer.

All gifts receive a written acknowledgement from the University, and most gifts are fully tax deductible. All donors are listed in the Norwich University Annual Report, which celebrates gifts received during the University’s fiscal year (June 1 – May 31).

Click here for more information on the tax benefits on a gift of stock or appreciated securities.