Duquesne University Stock Transfer Instructions
Should you wish to make a gift of stock to Duquesne University, please provide your financial professional with the following information to effectuate the transfer:
Brokerage: UBS Financial Services
500 Grant Street
46th Floor, Pittsburgh, PA 15219
Broker: Ray Nepa (412-562-6833)
Also, please inform Marcia McGinley via e-mail (firstname.lastname@example.org) or telephone (412.396.3004) of the name of the stock and approximate number of shares in advance of the transaction so that we can properly process the shares and ascribe the transaction to your particular gift record. Your gift is valued at the mean price on the date it is received into the Duquesne University account, at which time the University Controller's Office immediately sells the shares.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.