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 |