Gifts of appreciated securities (stock)
How to donate shares of stock to the Potsdam College Foundation
SUNY Potsdam is able to accept donations of stock either through electronic transfer of shares (see below for digital transfer codes and account numbers) or through the process of signing over stock certificates to the Potsdam College Foundation.
When making an electronic gift of stock, your name will not be attached to the shares transferred.
In order to receive gift credit and to ensure your gift is used as you intend, please notify the Potsdam College Foundation when initiating a DTC transfer at (315) 267-3053 or firstname.lastname@example.org.
How to Make an Electronic Transfer of Stock:
SUNY Potsdam's account with Morgan Stanley Wealth Management:
Digital Transfer Code (DTC) for electronic transfer:
DTC # 0015
Name of Account:
Potsdam College Foundation Inc., SUNY Potsdam
SUNY Potsdam’s Account Manager at Morgan Stanley Wealth Management:
Joseph Fitzsimons (SUNY Potsdam Class of 1973)
Morgan Stanley Wealth Management
26 Market Street
Potsdam, New York 13676
The Potsdam College Foundation’s Federal ID Number: 23-7088021
For more information, please call Lisa Murphy at (315) 267-3053 or e-mail her at email@example.com. Thank you so much!