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How would I make a gift of marketable securities to Siena College?
- 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 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) 426-6275 |
| Merrill Lynch | 808-04000 | 8862 | Ed Nolan (Jennifer Nolan) | (518) 462-8300 |