Securities Transfer
Securities Transfer Instructions
Options for electronically transferring stock
Your Broker could choose to set-up an account at your brokerage firm in the name of the University and transfer your securities into this account, sell the securities, sending the proceeds to the University.
OR
Your Broker can transfer your securities to the Frederick firm with a Mount Saint Mary’s account. Mount Saint Mary’s federal tax ID number (52-059-1672).
The average of the high and low of your securities on the day of transfer is the amount credited to you as your gift to the College.
Broker | RBC Capital Markets Corp | |
Address | 510 Marquette Avenue M-10 CAS | |
Minneapolis, MN 55402 | ||
Email: shudson@rbc.com | ||
800-950-6488 | ||
301-662-6488 | ||
DTC#: | 0235 | |
Account#: | 350-88941 | |
Account Name | Mount St. Mary's University | |
We would appreciate it if you or your Broker would notify the Executive Director of Development at (301) 447-5361 of the approximate date of the transfer.
Unfortunately, when funds are transferred electronically, the donor’s name is not always included in the transfer information. By letting us know of your gift, we will be able to properly match the stock that we received with your gift record. Please call or write us with the following information:
- Name of stock transferred
- Number of shares
- Brokerage firm stock transferred from
- Approximate date of transfer
- How you would like the gift used at Mount St. Mary's University
For further information please contact:
Frank Sneeringer
Executive Director of Development
Mount St. Mary's University
Emmitsburg, MD 21727
(301) 447-5916
(301) 447-7400 FAX
sneeringer@msmary.edu
