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:
- 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
800-825-5334 (ext. 2270)
- Then your broker can transfer the stock using the following details:
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 email@example.com
- 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.