If your securities are in "street name" account with your broker, the easiest way to give shares of stock is to authorize your broker to transfer the stock via DTC wire transfer to our broker, Morgan Stanley Smith Barney, for a very minimal commission.
The information you need to give your broker:
I (We) authorize the transfer of 100 shares of ABC and 300 shares of DEF from my account to Wagner College current use account at Morgan Stanley Smith Barney, 20 Linden Place, Red Bank, NJ 07701. Please have them contact the Wagner College Development Office at 718-390-3404 for the DTC and Gifting Account Number.
They will then need to contact David Leifer, (david.leifer@mssb.com or 973-223-9669), or Eric Leifer, (eric.leifer@mssb.com or 800-726-6971) at Morgan Stanley Smith Barney to anticipate the transfer. Their fax number is 732-936-3470.
If the gift is for a restricted or endowed fund or for a special purpose, please e-mail Kristen Koehler, Director of Development, at kristen.koehler@wagner.edu with your intentions.This e-mail has to come from the donor, not the broker.
Attention Brokers: When gifts of stock and securities are sent in electronically, please include the donor's name as part of the transmittal.
Gifts of Securities- in your possession
Please download the gift letter below addressed to Wagner College. Fill out the number of shares and the name of the company(ies). If the gift is for a restricted fund or special purpose please note your intentions as well. If the certificate(s) are held jointly, then both parties must sign the gift letter.
You will also need to provide a stock power form for each company that should be signed the same way as the name(s) appear on the certificate. You can download the “stock power” form below. You do not fill in blanks or anything else on the stock power form -- just sign.
Do not write on the certificate; do not fill in blanks; do not sign your name(s). Send just as they are.
Send the gift letter, certificate(s) and stock power form(s) to Myra Garcia, Vice President for Institutional Advancement, Wagner College, One Campus Road, Staten Island, NY 10301. For compliance purposes, please send the stock certificate under separate cover, and the gift letter and stock power in a different envelope. We recommend sending via FedEX or UPS, or by US mail with a tracking number.
Note: When the deceased spouse's name is still on the account/certificate, along with the normal required paperwork you will need a Certified Death Certificate and a completed and notarized Affidavit of Domicile.
It is the policy of the College to direct Morgan Stanley to sell gifts of stock
immediately upon receipt.
If you have any questions please contact:
Kristen Koehler, Director of Development at
718-390-3304 or kristen.koehler@wagner.edu
