Donor Notification of Pending Stock Gift

* = required field

Some content may be updated based on selection

College of Saint Mary
7000 Mercy Road
Omaha, Neb. 68106

donor Notification of Pending Stock Gift

Required Donor Information

Primary First Name:

Primary Last Name:

Secondary First Name:

Secondary Last Name:

Address:

City:

State:

Zip Code:

Home Phone:

Cell Phone:

OtherEmail

Gift Information

Special Instructions / Gift Restrictions:

Number of shares:

Name of stock:

Stock Gift Transfer Information

Mail To:

Morgan Stanley
ATTN: College of Saint Mary Portfolio Associate
13625 California St., Suite 400
PO Box 2779
Omaha, NE 68154

Contact:

(402) 399-6194 | Phone

(402) 399-6336 | Fax

CSM Stock Information

DTC ID: #0015
Account: 361-107125-095
Tax ID: #47-0424785

Questions?

Please contact Terri Campbell at TCampbell@csm.edu or 402-399-2419.

Please wait for files to finish uploading