Securities Transfers

Electronic Transfer is the most efficient way to transfer securities to William & Mary or one of our foundations. If your stock is held at a broker, notify the broker that you wish to make a gift of securities to us. Your broker will need written authorization from you before they can make the transfer. Be sure to tell them the name of the stock that you want to transfer, the number of shares, and where you would like your gift to be designated.

NOTE: Due to the Patriot Act, the donor names does not always convey with the transfer. We also ask that you contact Gift Administration either by email at gifts@wm.edu or by calling (757) 221-1001 to let us know that the gift is in process. Shares are often transferred into our account without information, including the donor's name. Your phone call will allow us to match up your name with the correct stock gift.

Securities should be transferred directly by:

William & Mary Foundation

DTC#: 

Participant #2039 SEI Private Trust Co.

For Further Credit: 

Truist Bank

Account Number:

7987000

Account Name:

W&M Foundation Gift Clearing

Contact:

Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296
TruistBankGiftClearing@Truist.com

William & Mary

DTC#: 

Participant #2039 SEI Private Trust Co.

For Further Credit: 

Truist Bank

Account Number:

7987677

Account Name:

W & M College gift clearing

Contact:

Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296

TruistBankGiftClearing@Truist.com

Athletic Educational Foundation (AEF)

DTC#: 

Participant #2039 SEI Private Trust Co.

For Further Credit: 

Truist Bank

Account Number:

7987560

Account Name:

William & Mary Athletic Edu Fdn

Contact:

Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296
TruistBankGiftClearing@Truist.com

William & Mary Business School Foundation

Broker:

Morgan Stanley Smith Barney
CITI Group Global Markets, Inc.

Contact at MSSB: 

Brian Harrison
650 S. Exeter Street, Suite 1100
Baltimore, MD 21202

DTC #:

0015

Account Number: 

633-113995-190

Account Name:

William and Mary Business School Foundation

Marshall-Wythe School of Law Foundation

DTC#: 

Participant #2039 SEI Private Trust Co.

For Further Credit: 

Truist Bank

Account Number:

7988633

Account Name:

Marshall Wythe School of Law Gifts

Contact:

Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296
TruistBankGiftClearing@Truist.com

Murray 1693 Scholars Foundation

DTC#: 

Participant #2039 SEI Private Trust Co.

For Further Credit: 

Truist Bank

Account Number:

7987625

Account Name:

Murray 1693 Scholars Fdn Gifts

Contact:

Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296
TruistBankGiftClearing@Truist.com

Muscarelle Museum of Art Foundation

DTC#: 

Participant #2039 SEI Private Trust Co.

For Further Credit: 

Truist Bank

Account Number:

7987511

Account Name:

Muscarelle Museum of Art Foundation

Contact:

Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296
TruistBankGiftClearing@Truist.com

Virginia Institute of Marine Science Foundation

DTC#: 

Participant #2039 SEI Private Trust Co.

For Further Credit: 

Truist Bank

Account Number:

7987638

Account Name:

VA Inst of Marine Science Fdn Gifts

Contact:

Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296
TruistBankGiftClearing@Truist.com