Securities Transfer

Thank you for considering a gift of securities in support of Emmanuel College. Making a gift of electronically transferred shares of appreciated stock to the College is a simple two-step process!

 

Transfer Instructions


Step One: Instruct Broker To Transfer Securities
Provide your broker with detailed instructions of the gift you would like to make to Emmanuel College, including the name of the stock or mutual fund and the number of shares* to be transferred from your account to the College’s at:

State Street Bank & Trust Company
DTC (Depository Trust Company) #: 2319
Account #: BN0657
Account Name: Emmanuel College
Tax-Exempt #: 04-21057-69

* Please instruct your broker to transfer shares of common stock via Depository Trust Company (DTC) and shares of mutual funds via the Automated Customer Account Transfer system (ACAT).

For more information, please contact Sr. Anne Donovan, SND, Vice President of Finance/Treasurer, at 617-735-9822 or via e-mail at donovan@emmanuel.edu. Thank you for your continued support of Emmanuel College.

Step Two: Notify Emmanuel College
Notify Emmanuel College of your generous gift by submitting the online form below, or by faxing or mailing a completed Securities Transfer Notification Form. This information will help us to identify your gift and provide you with a written gift acknowledgement in a timely manner.

 

Securities Transfer Notification

Your Information
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Stock Information
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Additional Information