Electronic Transfer

The simplest way to make a gift of stock or other negotiable securities is to contact your broker and request that shares be transferred from your account to Rush’s account at the Northern Trust via the Depository Trust Company (DTC). To execute an electronic stock transfer:

• The DTC participant number for Rush University Medical Center is 2669
• Stock should be transferred directly to the Medical Center’s account at the Northern Trust (#26-19328)
• To insure proper recording and timely acknowledgment of stock gifts, a confirmation letter should be faxed or mailed to the Philanthropy Office at Rush. Please include the name of the donor and of the security (with CUSIP number, if available); the number, type of shares (i.e. common or preferred) and date transferred; and the gift’s intended purpose. Please direct to:

Olga Bugarin, Development Operations
Rush University Medical Center
1700 West Van Buren, Suite 250
Chicago, Illinois 60612
Phone: (312) 942-6117
Fax: (312) 942-5581
Olga_Bugarin@rush.edu

The transaction date, for gift verification purposes, is the date shares are electronically transferred to Rush’s account at the Northern Trust.

Stock Certificates

If you prefer to donate securities held in physical form, please send the certificate to our address above, and we will forward it to the Northern Trust. You may need to complete and sign the back of the certificate first and include the signed stock power under separate cover. 

The transaction date, for gift verification purposes, is the date when Rush receives both the stock certificate(s) and an executed stock power. 

Whichever method of transfer you choose, we recommend that the market value be determined in cooperation with your tax preparer for income tax purposes.