Publicly Traded Securities

A viable alternative to a cash gift is a gift of appreciated securities. If you have owned the stocks or securities for more than one year, you are entitled to a charitable income tax deduction for the fair market value of your gift to the fullest extent permitted by law. You also avoid paying capital gains tax on the appreciation of the securities. Please contact your financial advisor for further information about tax deductions and eligibility. Electronic transfer through your broker securities may be transferred electronically via DTC (Depository Trust Company) from your broker to the Robert Morris University account at RBC Wealth Management. Please instruct your broker/agent to transfer securities to:

  • Peter E. Fox, Vice President & Branch Director
  • RBC Wealth Management
  • 111 Rockville Pike, Suite 825
  • Rockville, MD 20850
  • Phone: 301-309-2627
  • Email: peter.fox@rbc.com
  • Toll Free: 877-432-1024
  • Fax: 301-309-2681
  • DTC #0235
  • Account # 30625241
  • Robert Morris University

The transfer is effective when Robert Morris University receives the securities in its account at RBC Wealth Management. Please instruct your broker to call the Office of Institutional Advancement immediately at 412-397-5453 for acceptance of the gift and for further instructions. For delivery by mail of physical Stock Certificates registered in the donor's name, a transmittal letter identifying the security, quantity and intended purpose of gift should be mailed with physical stock certificates via certified mail, return receipt requested to: Robert Morris University, Office of Institutional Advancement, 6001 University Boulevard, Moon Township, PA 15108.

Gifts of securities mailed to Robert Morris University also require signed stock power forms. Please send the stock certificate and the signed stock power in separate envelopes to the above address. Each stock power form should be signed exactly as your name appears on the certificate. A separate stock power form is required for each issue or certificate of stock included in the transaction. Fill in "Robert Morris University" in the "sell/assign/transfer" section. Please do not fill in the "attorney to transfer" section. Transfer is effective at the postmarked date of the mailing.

For more information, please visit our Planned Giving site or contact Joshua Diller at diller@rmu.edu or 412-397-5453.