Stock Donations Alumni

Thank you for your interest in donating stock to Oral Roberts University. There are several ways to transfer stock:  electronically (preferred and most secure method) or via regular mail. We've provided instructions below for each method. If you have any questions, please contact Dr. Kim Falcon at 918.495.6928 or kfalcon@oru.edu.

Donor intent notification

All stock gifts must include a Notification of Donor Intent. For audit and acknowledgment purposes, the donor or transferring broker should provide the following information for all stock gifts:

  • Donor's name and address
  • Name and number of securities transferred
  • Area at Oral Roberts University to which the gift should be directed, if any

You must use the gift form, provide a letter, or send an e-mail with this information at the time of transfer to:

Oral Roberts University
Office of Development
7777 South Lewis Avenue
Tulsa, OK 74171
Fax – 918.495.7249
development@oru.edu

Gift of Securities by Electronic Transfer

The easiest way to donate securities is electronically through your broker. You must initiate the transfer with your broker. For electronic transfers of stock, Oral Roberts University brokerage information is as follows:

Brokerage – Charles Schwab & Co. Inc.
Account – #8078-1426
DTC# - 0164 Code 40
Contact –
Natalie Haggard
Adams Hall Wealth Advisors
4200 E. Skelly Drive
Tulsa, OK 74135
Phone – 918-991-6901

 

Gift of Securities by U.S. Mail

If mailing the certificate, please do the following:

Mail the certificate, signed Stock Power Form and Third Party Release Form (with Irrevocable Bond Power form) in separate envelopes*
or
Sign the certificate over to Oral Roberts University*

*This requires a medallion signature guarantee. A gift letter must also be sent indicating the name, number of shares, certificate number(s) and that the transfer is a gift/donation to Oral Roberts University. Certificates, stock powers, and Code 116 must be signed exactly as the name(s) appear on the certificate.

Certificate issued in Oral Roberts University's name

Send certificates by way of registered mail to:

Oral Roberts University
Office of Development
7777 South Lewis Avenue
Tulsa, OK 74171

Stock power not needed