Aerial photograph of the Immaculate Conception Chapel

Gifts of Securities

Electronic Transfer of Shares

  • Shares may be electronically transferred to the University of Dayton through our account at Merrill Lynch.

Merrill Lynch account:    5SE-04859 University of Dayton
                                  DTC #5198

  • Please notify us of your pending gift so that we may properly thank you and provide your tax receipt. 
  • Allow plenty of time for transfers to take place, especially at year-end, so that your tax deduction is available in the calendar year you prefer.
  • According to IRS rules, stock gifts are valued by taking the average of the high and low market price on the date that the stock appears in the University of Dayton account.

Transfer by Certificate

  • Please do not endorse or complete any section on the reverse side of the certificate.  Use certified mail and send to:

          University of Dayton
          Office of Gift Planning
          300 College Park
          Dayton, OH  45469-2964

  • In a separate envelope, please mail one signed copy of an Irrevocable Stock or Bond Power for each certificate and one Letter of Intent for each certificate.  Do not complete any other section of the forms.
  • Mail both envelopes on the same day. The latest U.S. mail postmark determines the date of the gift.  If you use a private carrier for the delivery, the date of the gift is the day your envelopes are received by UD.