Stocks or Other Securities

Donating stocks and other securities is another common way to contribute to the AIP Foundation. The Foundation accepts gifts of securities via electronic transfer and physical stock certificates.

Electronic transfer of stocks from broker

Prior to the transfer, contact Mariann Salisbury at msalisbury@aip.org or call 301-209-3098 to report what is being given and to receive instructions for your broker/agent.

Stock Certificate Transfers

If you own the stock certificate(s) yourself, mail it/them (unsigned) and a completed Stock Power Form, in separate envelopes, but on the same day, to

AIP Foundation
Attn: Development Office
One Physics Ellipse
College Park, MD 20740-9910

We recommend that you send the stock certificate(s) by certified mail. In one of the envelopes, please also include a note indicating the purpose or fund to receive your gift.

* If the stock is registered in more than one name, each person must sign the stock power form. Stock power forms are available at most banks.You must use a separate stock power form for each individual stock.

Closely Held Stock

You can make a charitable gift of closely held shares of stock in your own company and receive the same tax benefits as if those shares had been publicly traded.

For further information about gifts of closely held stock, please contact Mariann Salisbury at msalisbury@aip.org or call 301-209-3098.

For reference, the AIP Foundation’s EIN is 83-4485064.

Mutual Fund Transfers

To make a mutual fund gift, please contact Mariann Salisbury at msalisbury@aip.org or call 301-209-3098 with the following:

  • Name of donor
  • Security name and symbol
  • Number of shares
  • Donor’s cost basis
  • Gift purpose (designation)

For reference, the AIPF’s taxpayer ID number is 83-4485064.

Donor Advised Funds (DAF)

If you would like to recommend a gift to the AIP Foundation through your DAF account, please note that checks should be made payable to the AIP Foundation, indicating your preferred designation, and mailed to the following address:

AIP Foundation
Attn: Accounting
One Physics Ellipse
College Park, MD 20740.

Alternatively, if your donor-advised fund is with Fidelity, Schwab, or BNY Mellon, you may recommend a gift to AIPF via DAFDIRECT.