Appreciated Securities Transfer Instructions
- Advise your broker that you wish to contribute a specific number of shares of stock to Saint Michael’s College. You will likely need to provide written instructions.
- Contact Merry LeJean, Assistant Director for Advancement Services at 802.654.2486 or email@example.com or call 888.448.7111 to notify Saint Michael's of the impending stock transfer and the designation of your gift (scholarship support, academic enrichment, athletics etc...). Please include which stock you will be transferring to help State Street identify the gifts as they are received.
- Have your broker transfer the shares to the College's account:
State Street Bank & Trust Company
DTC Routing #997
SMC Account #JZA2
Saint Michael’s College is a 501(c)3 organization. Our tax identification number is 03-0179403.
In accordance with IRS regulations, Saint Michael’s College values a gift of securities based on the mean value of the securities on the date that the securities are received into the College's account.
If you or your broker need additional information or assistance, please contact Merry at 802.654.2486 or firstname.lastname@example.org or call 888.448.7111.
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