Stock Transaction Procedures
For additional information or assistance, please call: Erin Martinovich, Vice President for University Advancement 607-871-2144.
To Transfer Stock By Mail:
To gift stock by mail, send the stock certificate (unsigned) and a signed stock power in separate envelopes to:
Erin Martinovich
Vice President for University Advancement
Alfred University
Saxon Drive
Alfred, NY 14802
607-871-2144
To Transfer Stock Electronically:
- Confirm with our account representative at Alesco Advisors, Elizabeth Turner, your intentions to gift stock. Phone: 585-586-0970.
- Alesco Advisors is Alfred University’s investment custodian who is assisting us in managing our investment accounts at JP Morgan Chase.
- Your broker should transfer the stock to:
- Alfred University Gift Account
Fidelity Investments
DTC # 0226
Account Number 647-663484
Reference: Alfred University
- Alfred University Gift Account
- Absent instructions to the contrary, the stock will be sold upon receipt and the proceeds transferred to Alfred University, unless a pooled income fund gift is being created.