Stock Transfer Instructions
- Advise your broker that you wish to contribute a specific number of shares of stock
to Saint Michael鈥檚 College. You will most likely need to provide written instructions
to your broker. - Inform Saint Michael鈥檚 College of the purpose of your gift (i.e., Saint Michael鈥檚 Fund,
existing scholarship, etc.) and the impending stock transfer, either by phone or mail
Saint Michael鈥檚 a copy of the written instructions sent by your broker. Please include
which stock you will be transferring to help us identify the gifts as they are received. - Direct your broker to transfer the shares to the College鈥檚 account:
State Street Bank & Trust Company
DTC Routing #997
SMC Account #JZA2 - Saint Michael鈥檚 College is a 501(c)3 organization, our tax identification number is
03-0179403. - In accordance with IRS regulations, Saint Michael鈥檚 College values a gift of securities
based on the mean value of the securities on the date that the securities are
received into the College鈥檚 account.
If you or your broker need additional information or assistance, please call Institutional
Advancement, Individual Giving at (802) 654-2733 or (888) 448-7111.
Stock Transfer Instructions (PDF – Includes a sample letter to instruct your broker for stock transfer.)