To make a gift of appreciated securities, please follow the instructions below:
1. Contact Dr. Brad Johnson, Vice President for University Relations, 417.328.1805 or firstname.lastname@example.org.
Please confirm the following:
• Types of securities and number of shares.
• How your gift should be used by SBU.
2. Instruct your broker to transfer the stock directly to SBU's brokerage account (see below for details).
SBU Brokerage Account Information:
James G Jones, CFA, MBA, CLU, ChFC
Sterling Investment Advisors LLC
2095 S. Boston Place
Bolivar, MO 65613
Federal Tax ID: 44-0567385
Instructions for Stock Held in Certificate Form
1. Call the SBU University Relations to notify us of your gifts. Please contact Dr. Brad Johnson, Vice President for University Relations, 417.328.1805.
Mail the endorsed certificate to the physical address below, along with a letter of instruction. In a separate envelope, mail a stock power (signed and dated) for each certificate to the physical address below.
1600 University Avenue
Bolivar MO 65613