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.

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:

For further information please contact:
Pamela M. Zusi
Executive Director of Development
Mount St. Mary's University
Emmitsburg, MD 21727
(301) 447-5361
(301) 447-7400 FAX
zusi@msmary.edu