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 Accounting 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
Broker: Morgan Stanley
Contact at MS: Becky McKinley - 800-582-2201
DTC #: 0015
Account Number: 938 – 105913 - 021
Account Name: William & Mary Foundation
William & Mary
Broker: Morgan Stanley
Contact at MS: Becky McKinley - 800-582-2201
DTC #: 0015
Account Number: 938 – 106472 - 021
Account Name: William & Mary Foundation
Athletic Educational Foundation (AEF)
Broker: Morgan Stanley
Contact at MS: Becky McKinley - 800-582-2201
DTC #: 0015
Account Number: 938 – 106518 - 021
Account Name: Athletic Educational Foundation
William & Mary Alumni Association
Broker: Wells Fargo Advisors Optimal Securities
Contact at WF: Vicki Smith - 757-258-1694
DTC #: 0141
Account Number: 7380 – 0568
Account Name: Society of the Alumni
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
Broker: Morgan Stanley
Contact at MSSB: Becky McKinley - 800-582-2201
DTC #: 0015
Account Number: 938-107639-021
Account Name: Marshall-Wythe School of Law Foundation
Murray 1693 Scholars Foundation
Broker: Morgan Stanley
Contact at MSSB: Becky McKinley - 800-582-2201
DTC #: 0015
Account Number: 938 – 011934 - 021
Account Name: Murray 1693 Scholars Foundation
Muscarelle Museum of Art Foundation
Broker: Morgan Stanley
Contact at MSSB: Becky McKinley - 800-582-2201
DTC #: 0015
Account Number: 938 – 010907 - 021
Account Name: Muscarelle Museum of Art Foundation
Virginia Institute of Marine Science Foundation
Broker: Morgan Stanley
Contact at MSSB: Becky McKinley - 800-582-2201
DTC #: 0015
Account Number: 938 – 105138 - 021
Account Name: Virginia Institute of Marine Science Foundation