Tax and legal information

2015 Form 990 for Miami University Foundation

Tax Exempt Letter


Stock Transfer Information

Electronic Transfer of Shares
Shares may be electronically transferred to the Miami University Foundation through either Merrill Lynch or Fifth Third Bank. The value of each gift for tax purposes is determined by taking the mean of the high and low trading values of the shares on the day they are received in the account multiplied by the number of shares transferred.

Account Information


Fifth Third Bank

For DTC Eligible Securities:


Account Name

Miami University Fdn – Gift Account

Account #




Agent Bank #



Primary Contact Person

Jabbar Hallums, Global Custody Administrator

Telephone #

(513) 358-6412

Fax #

(513) 358-4758


Back-up Contact Person

Sharon Carter, Global Custody Administrator

Telephone #

(513) 358-1878



Merrill Lynch

Foundation Account #




Contact Person

Rick Cottrell/Fred Gallenstein

Telephone #

(866) 796-1193

Fax #

(513) 322-4405

Transfer by Certificate

If you have in your possession the paper stock certificates, you should use the following procedure:

1. Please do not complete any section on the reverse side of the stock certificate(s). Simply mail to the following address

. Miami University
Office of Development
Murstein Alumni Center
725 E. Chestnut Street
Oxford, Ohio 45056

Please also include a letter stating that you are contributing the certificate(s) to the Miami University Foundation.

2. In a separate envelope, please mail one signed copy of a stock power form per each certificate. The signature on the stock power form should reflect precisely the name printed on the certificate. Please also include one signed release form. Other than adding your signature to these forms, do not complete any other section.