For Stock Donation to The City College Fund...
Phone: (212) 650-6525
PLEASE USE THE FOLLOWING INSTRUCTIONS WHEN MAKING A GIFT OF SECURITIES TO THE CITY COLLEGE FUND
FOR A GIFT OF SECURITIES TRANSFERRED BY YOUR BROKER FOR STOCK/ BONDS HELD BY HIM FOR YOU:
He should call Mary Ann Johnson or Neil Klein at UBS Financial Services at (800) 443-7850 to notify them that a transfer is taking place. They must identify the donor.
Please give your broker this information: Send the transfer notice to:
UBS Financial Services D.T.C. #0221,
709 Westchester Ave., Ste. 400,
White Plains, NY 10604.
For the account of The City College Fund #WP66960. Attention Mary Ann Johnson/Neil Klein. When your broker transfers securities to UBS Financial Services the date used for valuation is the date they receive the securities. You will receive credit for income tax purposes based on the average price of the security on that date.
FOR ALL OTHER GIFTS OF SECURITIES HELD IN CERTIFICATE FORM BY YOU OR FOR MUTUAL FUNDS: Please call Elena Sturman or Bob Kennedy for instructions at The City College Fund. We want to make it easy for you. Please contact us at any time.