Electronic Transfer Instructions
Please contact Stock Gifts or call us at 800.543.8764 concerning the specifics of your securities transfer including the name(s) of stock, stock symbol, number of shares, your name, and your gift designation.
Your broker will require this important information to make your gift of stock to the UND Foundation.
Fidelity Information (for DTC Delivery)
DTC Number 0226
Agent Bank/Receiving Firm Name Fidelity
Account Number 656302017
Account Name Alerus Financial
Must reference: UND FOUNDATION
Additional Information Requested
Donor’s Name
Stock Name & Number of Shares
Brokerage Firm
Broker Contact Name & Number
Gift Valuations (Publicly Traded Stock)
Arithmetic Mean of highest and lowest prices on the date of gift
Notes
The general policy has been to sell gifts as soon as all information is received