Basic Instructions for Completing a Gift of Stock to Xavier University - Electronic Transfer

Sep 29, 2026

Upload by Connor

This document provides clear and essential instructions for individuals intending to donate securities to Xavier University via electronic transfer. It outlines the necessary information required for brokerage account holders to facilitate the transfer, including Xavier's DTC number, account number, and Federal EIN. The guide emphasizes the importance of direct transfer over selling securities to preserve tax advantages, while providing contact details for the university's gift processing office and broker representatives at Morgan Stanley for further assistance.

LanguageEnglish

CategoryGeneral

FormatPDF

Pages1

Reading Time2 min

AccessFree to download

Instructions for Electronic Stock Transfer

Required Information for Broker Notification

Contact Information for Processing

Important Tax Considerations

FAQs

What specific information must be included in the letter to my broker?

You must include your name, address, Xavier University's DTC number (0015), account number (285-107521-302), Federal EIN (31-0537516), the name and number of shares of the stock, and the specific college, program, or fund you wish to support.

Can my broker sell the stock and send a check instead?

No, you should not allow your broker to sell the securities. Doing so may eliminate the tax advantages associated with donating appreciated stock.

Who can my broker contact if they have questions about the transfer process?

Your broker can contact Morgan Stanley representatives Ms. Angela Geraci-Lawson or Michael Cure at the provided phone numbers and email address.

Sep 29, 2026

Upload by Connor