Please note that these are not the instructions to transfer stock for a charitable gift annuity, charitable remainder trust, or pooled income fund. If you wish to make a life-income gift OR give bonds or mutual funds, contact Planned Gifts at 315-229-5505.
When you complete the information on the following form and click "Submit,” we will receive basic information about your intentions so we can lend any assistance and credit your gift when it arrives. For security reasons, we do not ask for your account number over the Internet.
Make sure you contact your broker to initiate the actual transfer.After you submit the form below, you will see a link to a pdf form which should be completed and shared with your broker. This form includes transfer instructions. Be sure to send the information to your broker through a secure method, such as fax or US Mail.
If you have any questions, please call 888-758-4438.