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
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DTC#: |
Participant #2039 SEI Private Trust Co. |
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For Further Credit: |
Truist Bank |
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Account Number: |
7987000 |
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Account Name: |
W&M Foundation Gift Clearing |
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Contact: |
Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296 |
William & Mary
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DTC#: |
Participant #2039 SEI Private Trust Co. |
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For Further Credit: |
Truist Bank |
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Account Number: |
7987677 |
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Account Name: |
W & M College gift clearing |
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Contact: |
Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296 |
Athletic Educational Foundation (AEF)
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DTC#: |
Participant #2039 SEI Private Trust Co. |
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For Further Credit: |
Truist Bank |
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Account Number: |
7987560 |
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Account Name: |
William & Mary Athletic Edu Fdn |
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Contact: |
Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296 |
William & Mary Business School Foundation
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Broker: |
Morgan Stanley Smith Barney |
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Contact at MSSB: |
Brian Harrison |
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DTC #: |
0015 |
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Account Number: |
633-113995-190 |
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Account Name: |
William and Mary Business School Foundation |
Marshall-Wythe School of Law Foundation
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DTC#: |
Participant #2039 SEI Private Trust Co. |
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For Further Credit: |
Truist Bank |
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Account Number: |
7988633 |
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Account Name: |
Marshall Wythe School of Law Gifts |
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Contact: |
Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296 |
Murray 1693 Scholars Foundation
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DTC#: |
Participant #2039 SEI Private Trust Co. |
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For Further Credit: |
Truist Bank |
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Account Number: |
7987625 |
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Account Name: |
Murray 1693 Scholars Fdn Gifts |
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Contact: |
Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296 |
Muscarelle Museum of Art Foundation
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DTC#: |
Participant #2039 SEI Private Trust Co. |
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For Further Credit: |
Truist Bank |
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Account Number: |
7987511 |
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Account Name: |
Muscarelle Museum of Art Foundation |
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Contact: |
Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296 |
Virginia Institute of Marine Science Foundation
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DTC#: |
Participant #2039 SEI Private Trust Co. |
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For Further Credit: |
Truist Bank |
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Account Number: |
7987638 |
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Account Name: |
VA Inst of Marine Science Fdn Gifts |
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Contact: |
Beverly Glenn 404-724-3556 or Dawn Keevill-Carey 404-588-8296 |