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Donating Gifts of Stock

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 at Morgan Stanley, 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):

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

    Karen Kenyon
    585-389-2270
    800-825-5334 (x-2270)
     
  2. Your broker will need the following information to transfer the stock:

    Morgan Stanley

    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:

    • Katie Mahoney-Krenzer, stewardship and donor relations manager, at 585-389-2413
      or
    • Perry Lenz, manager of advancement services, at 585-389-2423

If you have any questions, please call:
Katie Mahoney-Krenzer
stewardship and donor relations manager
Nazareth College
4245 East Avenue, Rochester, NY 14618
585-389-2413 or kmahone3@naz.edu

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