Electronic transfer of stocks through your broker
Before initiating a stock transfer, contact Anna Lee to inform the Foundation of the forthcoming transfer, including how you wish to designate your gift.
To initiate the digital transfer of shares from your brokerage account to the AIP Foundation, your broker will need our name and address as beneficiary:
AIP Foundation
One Physics Ellipse
College Park, MD 20740
Tax ID number: 83-4485064
Your broker will also need our account information to complete the transfer:
- Receiving firm name: Vanguard
- Receiving firm DTC number: 0062
- Receiving account number: 86309847
Download stock transfer instructions here or contact us using the email or phone above for assistance.
Stock certificate transfers
Send each stock certificate you wish to transfer, unsigned, along with a completed stock power form, in separate envelopes but on the same day, to:
AIP Foundation
Attn: Development Office
One Physics Ellipse
College Park, MD 20740-9910
We recommend you send stock certificates by certified mail. If you wish to instruct the foundation to apply your gift to a specific fund, please include a note to that effect.
If the stock is registered in more than one name, each person must sign the stock power form. Stock power forms are available at most banks. You must use a separate stock power form for each individual stock.
Closely held stock
You can make a charitable gift of closely held shares of stock in your own company and receive the same tax benefits as if those shares had been publicly traded.
For further information about gifts of closely held stock, please contact Anna Lee at alee@aip.org or call (301) 209-3015.
For reference, AIP Foundation’s tax ID number is 83-4485064.
Mutual fund transfers
To make a mutual fund gift, please contact Anna Lee with the following:
- Name of donor
- Security name and symbol
- Number of shares
- Donor’s cost basis
- Gift purpose (designation)
For reference, AIP Foundation’s tax ID number is 83-4485064.