How would I make a gift of marketable securities to Siena College?
- Decide on the size of your gift in terms of the number of shares you wish to transfer (remember, any appreciated marketable security – e.g., stock – skips all capital gains taxes if contributed to Siena).
- Select a brokerage firm from the list below to transfer the stock. Instruct your broker to make the transfer to Siena’s account at the firm you have selected.
- Contact the Siena College Development Office to notify us that you have made a gift of stock and which firm the stock was transferred. This step is crucial because Siena will not be aware of your gift until you let us know.
|Brokerage Firm||Siena Account #||DTC #||Contact||Phone|
|Janney Montgomery Scott LLC||7632-3534||0374||Brian Enright||(518) 426-6275|
|Merrill Lynch||808-04000||8862||Ed Nolan (Jennifer Nolan)||(518) 462-8300|