How to Donate Securities in the Hands of a Broker
Megan Motyka in the Office of the Chief Financial and Administrative Officer at Amherst College (e-mail email@example.com; phone number 413-542-2325) should be notified of what security is being donated, the number of shares, and the designation of the gift, in addition to the broker's name and phone number. The broker should be contacted by the donor to instruct him/her to transfer the gift to Amherst College.
If the security is held in a Morgan Stanley Smith Barney account, the stock can be transferred directly to Amherst College's Morgan Stanley Smith Barney account:
Morgan Stanley Account # 357-901953-027
All other securities can be transferred through the Depository Trust Company (DTC):
National Financial Services - SSGM
DTC # 0226
Account # ABE-073660
Amherst College Gift Account
Reference: Gift from: (donor’s name)
New York, NY
Attention: Sarah Seeley/State Street Corporation
Phone: 816- 871-3079
Please notify Amherst about your gift prior to transferring the shares.
Any questions about how to handle a security transaction should be directed to Megan Motyka in the Office of the Chief Financial Officer at (413) 542-2325.