checklist for Gifts of Stock to Pepperdine | Pepperdine University

checklist for Gifts of Stock to Pepperdine

  1. Call your stock broker and ask him or her to transfer your desired number of shares to Pepperdine University (Tax ID# 95-1644037).
  2. Call Pepperdine University's Center for Estate and Gift Planning at (310) 506-4893 to obtain Pepperdine's stock transfer account information and to let us know that you are transferring stock to our account.
  3. Once the stock is received by Pepperdine, we will issue you a gift receipt for the gift of the stock.