GIFTS BY CHARITABLE IRA ROLLOVER

Make a distribution from your IRA account and the transferred amount will be excluded from your IRA taxable income and can count towards the minimum required distribution. The Charitable IRA Rollover is now a permanent provision. For your gift to qualify for 2018, arrange a direct transfer from your IRA to Northeastern by December 31.

For your gift to qualify for benefits:

You must be 70 1/2 or older at the time of your gift
The transfer must go directly from your IRA to Northeastern
Your total IRA gift(s) cannot exceed $100,000
Your gift must be outright
For more information, contact Patty Boutiette, Director of Gift Planning, at 617.373.2030 or giftplanning@northeastern.edu.

GIFTS OF STOCK

INSTRUCTIONS FOR ELECTRONIC STOCK TRANSFER TO NORTHEASTERN

To have a gift of stock electronically transferred:

1. Complete and submit the online form, or mail a transmittal letter from your broker to:

Northeastern University
Attention Noreen Gallagher
118 Cushing Hall
360 Huntington Avenue
Boston, MA 02115-5005

Alerting Northeastern that the stock transfer is taking place allows us to properly identify, direct and acknowledge your gift.

2. Instruct your broker to transfer shares to Northeastern University at:

Northern Trust
50 South La Salle Street, Chicago Ill 60603

DTC #: 2669
Institutional ID #: 26724

Agent bank #: 20290

Northeastern Account #: 44-71943

 Att: Natalie Diaz: tel:  +1 312-557-9418    email:  nd22@ntrs.com

Reference: Donor Name (your name)

If your broker has questions about making an electronic gift of securities, please have your broker contact Noreen Gallagher, n.gallagher@neu.edu, 617.373.2793.

Note: It is important that your broker does not sell the securities and send us a check. If the broker does this, the tax advantages of making a gift of appreciated stock may be eliminated.

INSTRUCTIONS FOR PHYSICAL TRANSFER OF STOCK CERTIFICATES

To transfer shares held in certificate form:

1. Complete and submit the electronic transmittal form.
2. Send a signed stock power for each certificate (do not complete power)
3. In a separate envelope, send the unendorsed stock certificates to:

Northeastern University
Attention: Noreen Gallagher and Carolyn Sullivan
118 Cushing Hall
360 Huntington Avenue
Boston, MA 02115-5005

Note: If stock is held by more than one person, both must sign names exactly as they appear on the certificate.

Should you have any questions about transferring securities or other gift-related matters, please contact Noreen Gallagher, 617.373.2793.