Stock Gifts

Many donors find that gifts of appreciated securities 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, follow the steps:

Step 1
In order to ensure proper credit and acknowledgement for your gift, we ask that donors please call Dominican's Advancement Office at 415.257.1396 to notify the University of your intent to make a stock gift.

Step 2
Contact your broker to instruct them to transfer shares of stock to Dominican University of California's account at Morgan Stanley. View a sample letter.

Reference Dominican's account number (528-053586), DTC number (0015), and tax ID number (94-1156525) in your letter. Send a copy of your authorization statement to:

Catheryne DiPrete
Associate Vice President
Morgan Stanley Wealth Management
750 Lindaro Street, Suite 300
San Rafael, CA  94901
E: [email protected]
P: 415.482.1505
F: 415.451.1401

Office of Advancement
Dominican University of California
50 Acacia Avenue
San Rafael, CA  94901
E: [email protected]
P: 415.257.1396
F: 415.257.0162

Step 3
After you have received confirmation of the transfer, forward a copy of the confirmation statement to the University. Dominican University of California records the value of stock gifts as the average of the high and low values on the date of transfer.