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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.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":57,"@type":76,"position":81},"https://docshare.wps.com/document/general/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/basic-instructions-for-completing-a-gift-of-stock-to-xavier-university-electronic-transfer/430089/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/basic-instructions-for-completing-a-gift-of-stock-to-xavier-university-electronic-transfer/430089.png","ImageObject",300,407,{"name":92,"@type":93},"Connor ","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-17","2026-09-29",true,{"@type":102,"interactionType":103,"userInteractionCount":39},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What specific information must be included in the letter to my broker?","Question",{"text":112,"@type":113},"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.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"Can my broker sell the stock and send a check instead?",{"text":117,"@type":113},"No, you should not allow your broker to sell the securities. Doing so may eliminate the tax advantages associated with donating appreciated stock.",{"name":119,"@type":110,"acceptedAnswer":120},"Who can my broker contact if they have questions about the transfer process?",{"text":121,"@type":113},"Your broker can contact Morgan Stanley representatives Ms. Angela Geraci-Lawson or Michael Cure at the provided phone numbers and email address.","https://schema.org",{"og:url":83,"og:type":124,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":126,"canonical":83},"index,follow",{"doc_id":128,"site_id":62},430089,1791333978,{"code":4,"msg":5,"data":131},{"doc_id":128,"user_id":132,"nickname":92,"user_avatar":133,"doc_module":4,"category_id":56,"category_name":57,"doc_title":65,"doc_description":67,"doc_content":134,"file_id":135,"file_url":136,"file_type":137,"file_size":138,"view_count":39,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":8,"language":139,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":140,"faqs":141,"seo_title":142,"seo_description":67,"update_tm":143,"read_time":14},687207022233,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","BASIC INSTRUCTIONS FOR COMPLETING A GIFT OF STOCK TO XAVIER VIA ELECTRONIC TRANSFER  \nrevised 10/2021  \nIf your securities reside in a brokerage account, ask your broker to transfer the specified shares electronically. You will need to make this request in writing.  \nInclude in your letter to your broker the following information:  \n1. Your name:    \n2. Address:    \n3. Xavier University DTC number: 0015  \n4. Xavier University account number: 285-107521-302 (Our account is held at Morgan Stanley.)  \n5. Xavier University Federal EIN: 31-0537516  \n6. Name of stock:    \n7. Number of shares:     \n8. Please specify the Xavier college, program, and/or fund to which you would like to direct your gift:    \nSend a copy of this form via mail to: Xavier University  \nInternal Operations, Attn: Gift Processing 3800 Victory Parkway  \nCincinnati, OH 45207-5440  \n513 745-1005 or 513-745-2085  \nOr via email to [egiftprocessing@xavier.edu](egiftprocessing@xavier.edu)[ ](egiftprocessing@xavier.edu)[Or via fax to 513-745-2088](Or via fax to 513-745-2088)  \nIf your broker has questions about making an electronic gift of securities, please have your broker or financial institution contact our brokers, Ms. Angela Geraci-Lawson, [angela.l.geracilawson@morganstanley.com](angela.l.geracilawson@morganstanley.com), 513-762-5291 or 800-543-2665, or  \nMichael Cure at Morgan Stanley, 7755 Montgomery Road, 2nd floor, Cincinnati, OH 45236.  \nYou should not allow your broker to sell the securities and send Xavier a check. If the broker does this, the tax advantages of making a gift of appreciated stock may be eliminated.  \n[xavier.edu/givetoday](xavier.edu/givetoday)","cbCaijluKAQ3PCr0","https://ap.wps.com/l/cbCaijluKAQ3PCr0","pdf",75569,"English","# Instructions for Electronic Stock Transfer\n## Required Information for Broker Notification\n## Contact Information for Processing\n## Important Tax Considerations","[{\"question\":\"What specific information must be included in the letter to my broker?\",\"answer\":\"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.\"},{\"question\":\"Can my broker sell the stock and send a check instead?\",\"answer\":\"No, you should not allow your broker to sell the securities. Doing so may eliminate the tax advantages associated with donating appreciated stock.\"},{\"question\":\"Who can my broker contact if they have questions about the transfer process?\",\"answer\":\"Your broker can contact Morgan Stanley representatives Ms. Angela Geraci-Lawson or Michael Cure at the provided phone numbers and email address.\"}]","Basic Instructions for Completing a Gift of Stock to Xavier University - Electronic Transfer | PDF",1790651874]