STEVENS 2022-2023 Electronic Stock Gift Transfer User Manual
- June 3, 2024
- STEVENS
Table of Contents
STEVENS 2022-2023 Electronic Stock Gift Transfer
It is easy to electronically make a gift of stock to Stevens Institute of Technology by following these steps…
INSTALLTION
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Complete and return the accompanying Stevens Stock Gift Information Form via fax or email to:
Zef Ferreira, Office of Development Stevens Institute of Technology Fax: 201‐216‐8247
E‐mail: zef.ferreira@stevens.edu -
Contact your broker and provide the information listed below. Your broker will initiate the transfer of shares to the Stevens brokerage account:
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PNC Bank, N.A.
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Attn: Leah Fisher
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PNC Institutional Asset Management 116 Allegheny Center Mall
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Mail Stop: P8‐YB35‐02‐Z Pittsburgh, PA 15212
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DTC #: 2616
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Acct. #: 21420012008822 Agent ID#: 26998
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Stevens Tax ID#: 22‐1487354
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Sit back, relax and enjoy the feeling of knowing that you have made a difference and enhanced the Stevens Experience for our students.
If you have any questions, or have any difficulty making the transfer, please contact Zef Ferreira in the Office of Development at 201‐216‐5247 zef.ferreira@stevens.edu, or Leah Fisher at PNC at 216‐222‐8220 leah.e.fisher@pnc.com.
I wish to alert you that I am making a gift to Stevens via an electronic stock
gift transfer. Below is the information needed to properly direct,
acknowledge, and receipt my gift.
From (Donor Name):
Stock Name (incl. symbol):
Number of shares gifted:
CUSIP number:
Expected date of transfer:
Broker’s name:
Brokerage firm:
Broker’s phone #:
Designation/Use of Gift:
Special notes:
Please return the completed Stock Gift Information Form via email or fax to:
Zef Ferreira, Office of Development Stevens Institute of Technology
1 Castle Point Terrace
Hoboken, NJ 07030
Phone: 201‐216‐5247
Fax: 201‐216‐8247
E‐mail: zef.ferreira@stevens.edu
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