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 at (518) 782-2432 or e-mail firstname.lastname@example.org 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||518-426-8227|
|Merrill Lynch||808-04000||5198||Ed Nolan (Jennifer Nolan)||518-462-8300|
|Wells Fargo Advisors LLC||7714-0028||0030||Samuel Maltbie||518-447-8400|
If you have any questions or would like further information regarding gifts of appreciated securites please contact Jack Sise '75, Esq., Director of Gift Planning at 518-783-2432.