Leslie K. Wise, ’82
Director of Planned Giving
PO Box 2008
Niagara University, NY 14109
716-286-8590
lwise@niagara.edu

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GIFTS OF SECURITIES, ELECTRONIC TRANSFER

To electronically transfer securities to Niagara University, please follow the steps listed:

  1. Contact your broker directing the transfer of a specific number of shares in a particular company.
  2. Provide you broker with the following delivery instructions:

    MORGAN STANLEY DEAN WITTER
    Contact:
    Lou Licata
    6532 Quaker Street
    Orchard Park, NY 14127
    888-727-4203 Toll-Free
    716-667-5008 or 5000 Local
    716-667-9020 Fax
    Account #: 571-053204-006
    DTC#: 0015

    OR

    SOLOMON SMITH BARNEY
    Contact: Julie Prinzi
    360 Linden Oaks Drive, 3rd Floor
    Rochester, NY 14625-9871
    800-877-4697 Toll-Free
    585-264-4575 Local
    Account #: 370-40528-1-4-518
    DTC #: 0418

    Niagara University Federal Tax ID#: 16-0755807
  3. Contact us by mail, e-mail, or phone with information pertaining to the electronic transfer of the gift of securities.  When you initiate a stock transfer, please let us know. This will prevent gifts from remaining unidentified and will help us follow up on gifts that could be lost in transit.
  4. In your letter or e-mail, let us know the name of the benefitting department or fund.
  5. If you need to make a transfer that is not electronic please contact us for other delivery options.
  6. For university records the gift value is the mean of the high and low on the gift date.
  7. The university will send an acknowledgement as soon as possible.
  8. University’s contact information for transfer of securities:

    Ms. Leslie K. Wise
    Director of Planned Giving
    Phone: 716.286.8590
    Fax: 716.285.9867 (attn: Leslie Wise or Greg Duke)
    lwise@niagara.edu

    OR

    Dr. Gregory Duke
    Director of Advancement Services
    716.286.8768
    716.286.9867 (attn: Leslie Wise or Greg Duke)
    gduke@niagara.edu
  9.  

  10. Our mailing address:

    Niagara University
    Office of Planned Giving
    PO Box 2008
    Niagara University, NY  14109

Thank you for your support of Niagara University!

 

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