How to Give

Once you have decided what type of gift you’d like to make, there are many means of making it.

To give online with your credit card, follow the instructions on the online giving form. You can make your gift as one payment, or spread your gift into equal installments over a specified number of months. You can also set up a convenient recurring gift; your credit card will be charged the amount you specify each month until you tell us to stop.

To pay by mail with a check:

  1. Make your check payable to Boston University Academy.
  2. Note on the memo line of your check how you would like to designate your gift (such as Annual Fund), or attach a note to that effect. If you do not include a designation, your gift will be used for unrestricted support of Boston University Academy.
  3. Mail your gift to Boston University Academy, 1 University Road, Boston, MA 02215

You may be able to double—or even triple—your gift without paying an extra cent. Find out how. Many gifts to BUA qualify for corporate matches, and we are grateful for this additional support! Please note that it is the responsibility of the individual donor to initiate a matching gift request with their employer.

To make a gift of stocks, please inform Katie Kozin ‘00, Assistant Head of School for Institutional Advancement, of the company stock/mutual fund you intend to transfer OR the approximate value of your gift and your stock broker’s name and telephone number, as well as the gift designation. Please note that gifts of stock and mutual funds will be received by Boston University’s general account, but will be directed to BUA in their entirety.

The Boston University contact is:
Judie Norris
Associate Director of Gifts & Records
595 Commonwealth Avenue Suite 700
Boston, MA 02215
Phone: 617-353-6347
Email: jrnorris@bu.edu

Transferring stocks

Gifts of securities can be transferred to the Boston University account by providing the following transfer instructions to your broker exactly as follows:

  • The Northern Trust Company
    DTC clearing #2669 for further credit to: account #26-46112
    Account Name: Trustees of Boston University
    Boston University EIN: 04-2103547

Gift date is the date of receipt in Boston University’s account. Please notify us as soon as the transfer is initiated.

Securities held as physical certificates:

You should send the stock certificate(s) along with a transmittal letter by certified mail to the following address:

Boston University
Development & Alumni Relations
595 Commonwealth Ave., Suite 700, West Entrance
Boston, MA 02215
Attn: Judie Norris, Associate Director of Gifts & Records

You should also sign the back side of the stock certificate or an irrevocable stock power transferring ownership to the Trustees of Boston University. The signature on the stock power must be guaranteed by an eligible guarantor institution such as a commercial bank, trust company, securities broker dealer, credit union, or savings institution participating in a STAMP Medallion program approved by the Securities Transfer Association, Inc.

Gift date is the postmark date as mailed to Boston University.

Transferring mutual funds

Gifts of mutual funds can be transferred by providing the following transfer instructions to your broker:

  • State Street Brokerage Services, Inc.
    DTC clearing #0226 National Financial Services (NFS)
    for further credit to account #AB2 864366
    Account Name: Trustees of Boston University
    Boston University EIN: 04-2103547

Gift date is the date of receipt in Boston University’s account.

Most mutual funds can be transferred directly to our State Street broker. Your broker should contact the following person at State Street Brokerage to assist with the transfer of Mutual Funds: Fred Menis: 617-664-6278.

Transferring Government Bonds:

Government bonds should be transferred to the Boston University Northern Trust Company account by providing the following instructions to your broker:

  • Northern CHGO/TRUST
    ABA #071000152
    Trustees of Boston University—account #26-46112

Gift date is the date of receipt in the Northern Trust Account.

For wire transfer information, please contact Katie Kozin ’00, Assistant Head of School for Institutional Advancement at kkozin@bu.edu or 617.353.4951.

Items of tangible personal property (including art, collectibles, books, equipment) and other personal assets or materials of value may be donated to Boston University Academy. We welcome many gifts-in-kind; information on IRS appraisal requirements of donated gifts-in-kind can be provided to potential donors. Contributions of gifts-in-kind must first be approved by BUA’s Head of School. Please contact Katie Kozin ’00, Assistant Head of School for Institutional Advancement at kkozin@bu.edu or 617.353.4951.

IRA Charitable Rollover

If you are 70½ years old or older, you can take advantage of a simple way to benefit Boston University Academy and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money. This law no longer has an expiration date, so you are free to make annual gifts to our organization this year and well into the future. Learn more on BU’s Planned Giving site, and please contact Katie Kozin ’00, Assistant Head of School for Institutional Advancement at kkozin@bu.edu or 617.353.4951 with questions.

What is a donor-advised fund?

A donor advised fund (DAF) is a mechanism that simplifies the administrative burden of fulfilling your philanthropic objectives. DAFs offer the favorable tax benefits of giving directly to charities with added flexibility around timing of gifts. An increasingly popular charitable vehicle, DAFs are an excellent way to both simplify your charitable giving and also facilitate your strategic philanthropic goals.

If you have a DAF with Fidelity Charitable or Schwab Charitable, DAF Direct enables you to recommend grants to Boston University Academy directly from your fund.  You can download a link from DAF Direct to designate them for any use, such as your school or college.

 

The fiscal year and the Annual Fund runs from July 1 – June 30 each year. All gifts to Boston University Academy are tax deductible.

Questions? Please contact Katie Kozin ’00, Assistant Head of School for Institutional Advancement at kkozin@bu.edu  or 617.353.4951.