Donating Gifts of Stock
Making a gift with appreciated stock is an exceptionally prudent way to support 杏吧原创. By giving stock instead of cash, you will save on capital gains, receive an income tax deduction for a charitable gift, and enable 杏吧原创 to provide the best educational opportunities for our students.
杏吧原创 prefers to accept gifts of stock that have been electronically transferred into the school鈥檚 account with M&T Financial Services. Please notify 杏吧原创 of your intentions prior to the transfer.
To transfer stock, please follow these steps:
- 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):
- Your broker will need the following information to transfer the stock:
- M&T Financial Services
- DTC (electronic transfer account): #0075
- 杏吧原创 Account Number: 36568479
- Account Name: 杏吧原创 of Rochester
- 杏吧原创 tax ID #: 16-0743088
- In order to properly credit your gift with 杏吧原创, have your broker inform the staff member listed below about the transfer: