Making a gift with appreciated stock is an exceptionally prudent way to support Nazareth College. By giving stock instead of cash, you will save on capital gains, receive an income tax deduction for a charitable gift, and enable Nazareth College to provide the best educational opportunities for our students.

Nazareth College prefers to accept gifts of stock that have been electronically transferred into the school’s account with Smith Barney. Please notify Nazareth College of your intentions prior to the transfer. To transfer stock, please follow these steps:

1. Have your broker call our agent listed below with your name, type of stock, number of shares, and the purpose of the gift (what area of the college is it to be designated):

   MorganStanley SmithBarney
   Bruce Bates
   585-389-2264
   800-825-5334 (x-2264)

   MorganStanley SmithBarney
   Karen Kenyon
   585-389-2270
   800-825-5334 (x-2270)

2. Your broker will need the following information to transfer the stock:

   Morgan Stanley Smith
   DTC (electronic transfer account): #0015
   Nazareth Account Number: 881-124170-278

   Nazareth College tax ID #: 16-0743088

3. In order to properly credit your gift with Nazareth College, have your broker inform the College about the transfer. Contact:

   • James Ebenhoch, director of individual giving, at 585-389-2401
     or
   • Perry Lenz, manager of advancement services, at 585-389-2423

If you have any questions, please call:
James Ebenhoch
Director of Individual Giving—Development
Nazareth College
4245 East Avenue, Rochester, NY 14618
585-389-2401 or jebenho8@naz.edu