Donating Gifts of Stock

Making a gift with appreciated stock is an exceptionally prudent way to support Nazareth. By giving stock instead of cash, you will save on capital gains, receive an income tax deduction for a charitable gift, and enable Nazareth to provide the best educational opportunities for our students.

Nazareth prefers to accept gifts of stock that have been electronically transferred into the school’s account with M&T Financial Services. Please notify Nazareth of your intentions prior to the transfer.

To transfer stock, please follow these steps:

  1. Have your broker call our agent at M&T Financial Services, listed below, with your name, type of stock, number of shares, and the purpose of the gift, (what area of the college is it to be designated):
  2. Your broker will need the following information to transfer the stock:
    • M&T Financial Services
    • DTC (electronic transfer account): #0075
    • Nazareth Account Number: 36568479
    • Account Name: Nazareth University of Rochester
    • Nazareth tax ID #: 16-0743088

  3. In order to properly credit your gift with Nazareth, have your broker inform the staff member listed below about the transfer: