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Gifts the University Can Use Today

Gifts of Cash, Checks, or Credit cards

Gifts of Appreciated Securities

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
    Toll Free: 888.727.4203
    Local: 716.667.5008 or 716.667.5000
    Fax: 716.667.9020
    Account #: 571-053204-006
    DTC#: 0015

    OR

    SOLOMON SMITH BARNEY
    Contact: Julie Prinzi
    360 Linden Oaks Drive, 3rd Floor
    Rochester, NY 14625-9871
    Toll-Free: 800.877.4697
    Local: 585.264.4575
    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 benefiting 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:

    David Larson
    Director of Institutional Advancement Services
    Phone: 716.286.8768
    dlarson@niagara.edu

Tangible Personal Property

Gifts of Real Estate

Contact Information for the Office of Planned Giving

Office of Planned Giving
Marilyn Koren, mkoren@niagara.edu
Phone: 716.286.8791

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