Support Nazareth

Donating Gifts of Stock

By giving stock instead of cash, you will save on capital gains and receive an income tax deduction for a charitable gift.

Nazareth College prefers to accept gifts of stock that have been electronically transferred into Nazareth's account with Morgan Stanley. Please notify Nazareth College of your intentions prior to the transfer. To transfer stock:

  1. Have your broker call our agent at Morgan Stanley to provide your name, type of stock, number of shares, and the purpose of the gift (what area of the college is it to be designated):

    Karen Kenyon at Morgan Stanley
    585-389-2270

    800-825-5334
    (ext. 2270)
    karen.c.kenyon@morganstanley.com

  2. Then your broker can transfer the stock using the following details:

    Morgan Stanley
    DTC (electronic transfer account): #0015
    Nazareth Account Number: 881-124170-406
    Nazareth College EIN #: Please contact Perry Lenz, advancement services at 585-389-2423 or plenz5@naz.edu

  3. To properly credit your gift with Nazareth College, have your broker alert the College about the transfer: Contact Perry Lenz, advancement services manager, at 585-389-2423.

Have Questions?

Perry Koppers Lenz

Perry Koppers Lenz

Manager of Advancement Services in Development
585-389-2423
plenz5@naz.edu
Golisano Academic Center 183