Stock Transfer Instructions

1. Advise your broker that you wish to contribute a specific number of shares of stock
   to Saint Michael’s College. You will most likely need to provide written instructions
   to your broker.
2. Inform Saint Michael’s College of the purpose of your gift (i.e., Saint Michael’s Fund,
   existing scholarship, etc.) and the impending stock transfer, either by phone or mail
   Saint Michael’s a copy of the written instructions sent by your broker. Please include
   which stock you will be transferring to help us identify the gifts as they are received.
3. Direct your broker to transfer the shares to the College’s account:
   State Street Bank & Trust Company
   DTC Routing #997
   SMC Account #JZA2
4. Saint Michael’s College is a 501(c)3 organization, our tax identification number is
   03-0179403.
5. 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 call Institutional
Advancement, Individual Giving at (802) 654-2563 or (888) 448-7111.

Stock Transfer Instructions 2023  (PDF – Includes a sample letter to instruct your broker for stock transfer.)