Stock Gifts

Many donors find that gifts of appreciated securites are a wonderful way to support Dominican University of California, while at the same time receiving substantial tax benefits. To make a gift of stock, please follow the steps below:

Step One
In order to ensure proper credit and acknowledgement for your gift, we ask that donors please call Dominican's Office of Institutional Advancement at 415-257-1396 to notify the University of your intent to make a stock gift.

Step Two
Mail or fax a letter to your broker informing them that you are transferring shares of stock to Dominican University of California's account at Morgan Stanley. Click here for a sample letter.

Please reference Dominican's account number (172-035014), DTC number (0015), and tax ID number (94-1156525) in your letter. Mail or fax a copy of your authorization letter to the following individuals:

Jerold Terhune
Account Representative
Morgan Stanley
1101 Fifth Avenue
San Rafael, CA  94901
415-451-1401 (fax)
415-482-1508 (phone)
415-482-1507 (assistant, Julie Moses)

Vern Ummel
Interim Vice President for Institutional Advancement
Dominican University of California
50 Acacia Avenue
San Rafael, CA  94901
415-257-0162 (fax)
415-257-1396 (phone)

Step Three
After you have received confirmation of the transfer, please send a copy of the confirmation letter to the University by fax or mail.

Dominican University of California records the value of stock gifts as the average of the high and low values on the date of transfer.