Gifts of Appreciated Stock
You may transfer stock electronically to Marian University from your financial institution.
- You or your broker should contact George Mohan of KeyBanc Capital Markets by phone at 800.233.2460 or 216.689.7118, by fax at 216.689.8282, or by email at firstname.lastname@example.org to provide them with the following Marian University information:
- Marian University DTC Participant # 0443
- Marian University Account # RF4405500
- Marian University Federal Tax ID # 35-0868175
- Please provide KeyBanc Capital Markets with the following information to expedite verification of the stock transfer:
- Name of donor
- Name of stock
- Number of shares
- Date of transfer
- Contact person from your financial institution for follow up
- CUSIP number, if available
- Marian University will provide a gift receipt letter upon verification from KeyBanc Capital Markets of the transfer of the gift. The letter will recognize the number of shares, the type of stock and the date of the gift.