Stock

Donating appreciated securities allows you to potentially save taxes twice. You avoid paying capital gains tax and may be able to take a charitable income tax deduction.

Outright Stock Transfers

Note: These are not the instructions for mutual funds or gift-with-income plans. Call 1-800-379-9541 for instructions for gifts to charitable gift annuities, charitable trusts or pooled fund gifts.

State Street Specialized Trust Services
State Street Bank
801 Pennsylvania Avenue
Tower 1, 5th Floor
Kansas City, MO 64105

DTC Stock Transfer:
DTC # 997
Agent Bank # 26022
SLU Account # AS91
SLU Taxpayer ID # 15-0532239

State Street Bank Contacts:

Mason Denk
Client Ops Administrator, Associate 1
Specialized Trust Services
(816) 871-3894
(617) 786-2196 (fax)
MDenk@statestreet.com

Jarrett Simpson
Client Operations Manager, Senior Associate
(816) 871-7532
(617) 786-2196 (fax)
JDSimpson@statestreet.com

When donating securities via DTC transfer, please inform the University directly with the name of the security, the number of shares, and the date of transfer, by calling Kim Hissong at 1-888-758-4438, sending a fax at (315) 229-7428, or sending an email to khissong@stlawu.edu.

 

Wire Instructions

M&T Bank
One M&T Plaza
Buffalo, NY 14203

Routing number: 022000046
Account number: 9859396252
Account name: St. Lawrence University

Donors wiring money from abroad may require a SWIFT code which is MANTUS33.

 

If you should have any problems or need to contact us, please call Mary Cosmo at
(315) 229-5564, send a fax to (315) 229-7417, or email mcosmo@stlawu.edu.