Original Stock Certificates

Gifting original stock certificates to Norwich may require the re-issuing of certificates in Norwich’s name, obtaining signature guarantees and the separate mailing of the certificates and an authorization letter. For these reasons, please call the Development and Alumni Relations Office before initiating a transfer so we may give you the correct process to follow depending on your individual situation.

In accordance with IRS guidelines, your gift of stock will be credited on the date the stock is received by Norwich University. The gift amount will be based on the average of the high and low value of the stock on that date.

For more information on making a gift of original stock certificates, please call Priscilla Gilbert, Director of Planned Giving, at 802.485.2301 or email pgilbert@norwich.edu with questions.

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).

Learn more about

Gift of stock or appreciated securities tax benefits