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Brokerage Fees for Gifts of Securities

  • 1.  Brokerage Fees for Gifts of Securities

    Posted 08-26-2024 10:40 AM

    Hi,

    Is anyone aware of bench marking regarding brokerage fees and commissions for gifts of securities? 

    We have recently been asked about this by a donor who thinks we are paying too much (usually .10 per share although in this case .02/share).

    We need to see how far off from the norm we might be.

    Thanks,

    Joe



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    Joseph Meister
    University of Rochester
    jmeister@rochester.edu
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