Gift of Stock | Giving to RIT

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. You may also download and complete the PDF version of the form.

If you have questions please contact:

Nicholas McCaffery

Senior Director of Finance and Administration

Advancement Services and Administration

University Advancement

nmmdar@rit.edu

585-475-7451

Stock Information

Stock Name

Symbol

Number of Shares to Transfer

Anticipated Date of Transfer

Gift Purpose/Designation

Area of Greatest Need

Specific Gift Purpose

Specific gift purpose details (if any)

Donor Information

Donor First Name

Donor Last Name

Donor Telephone

Donor Email

Broker Information

Donor's Brokerage Firm

Donor's Broker Name

Broker's Telephone

Broker's Email

Please use the following information to effect stock transactions to:
Rochester Institute of Technology
RIT Broker: Morgan Stanley Wealth Management
Broker Address: 300 Linden Oaks, Suite 200, Rochester, NY 14625
Broker Contact: Sherie Connorton
Telephone: 1-585-385-5168; Toll Free: 1-800-877-4697; eFax: 585-645-0808
RIT DTC Number: 0015 Account Number: 881-109482
*Sending this information by e-mail is not secure. This is not an official trade confirmation for transactions executed on your account.

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