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Gift of Stock

To make a gift of appreciated stock to RIT, please complete the following form in its entirety. By providing e-mail addresses for yourself and for your stock broker, you are automatically e-mailing this completed form to yourself, and to your broker. The Gift Office at RIT will also receive a copy of the completed form by e-mail.

Please contact John Crowley (jscdar@rit.edu or 585-475-7451) in the RIT Gift Office if you have questions.

DONOR
Donor Name:
Donor Telephone: Donor E-mail:

BROKER
Donor's Brokerage Firm:
Donor's Broker Name:
Broker's Telephone: Broker's E-mail:

GIFT OF STOCK
Stock Name:
Symbol:
Number of Shares to Transfer:
Anticipated Date of Transfer:
Gift Purpose/Designation:

Specific gift purpose details:

 

Please use the following information to effect stock transactions to:
Rochester Institute of Technology
RIT Broker: Smith Barney, Inc. (Rochester, NY Office)
Broker Address: 300 Linden Oaks, Suite 200, Rochester, NY 14625
Broker Contact: Karen Kenyon or Bruce Bates
Telephone: 1-585-389-2270 Fax: 1-585-389-2299
RIT DTC Number: 0015 Account Number: 881-109482-278

*Sending this information by e-mail is not secure. This is not an official trade confirmation for transactions executed on your account..
Gift of Securities