| 1. If the donor's stock is held with a broker, there are two options:
| a. If the LSU Foundation has an account with the same broker, the donor can have the stock transferred on the broker's books.
|The LSU Foundation has the following accounts:
||Acct. No. 784-115005-011
||Acct. No. 25864015
||Acct. No. 514-04278
If the LSU Foundation does not have an account with the donor's broker,
the donor should transfer the stock to the Foundation's
MorganStanley/SmithBarney account. Smith Barney's DTC number is 0015.
Our contact at MorganStanley/SmithBarney is Jay Rousseau (225) 237-3110.
Fax# (225) 237-3105.
| 2. If the donor has possession of the
stock certificate, the unendorsed certificate should be sent via Federal
Express or similar guaranteed overnight delivery service to LSU
Foundation (address above). The donor must also send a properly executed
stock power, in blank, to the Foundation office. The stock power must
be sent separately from the stock certificate and the stock power should
be signed identical to the way that the donor's name is shown on the
stock certificate. The donor does not need to have the stock certificate
reissued in the name of the LSU Foundation.
| 3. A gift of mutual fund shares must be
handled differently and requires additional processing time. For
instructions, contact Theresa Russo.