Stock Transfer Form

Tax Info

  • Legal Name: St. Lawrence University
  • Tax ID Number: 15-0532239



It's simple to make a gift of stock to St. Lawrence University!

When you complete the information below and click "Submit,” you will see a link to a pdf of stock transfer instructions to share with your broker and will receive an email with the same information. At the same time, the University will receive the information provided about your intentions so we can process, receipt, and credit your gift of stock when it arrives.

If you have questions or need assistance, please contact:  
Philip Mitchell, Chief Clerk at 315-229-5734 (office), 315-229-5620 (fax), or 
Bob Doser, Sr. Associate Director at 315-229-5323 (office), 315-229-5620 (fax), or

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Please Note: If you want to transfer bonds, certain mutual funds, or are transferring assets for a planned gift to establish a charitable gift annuity, charitable trust, or another instrument please request special instructions from:
D. Kurt Terrell, Director of Planned Gifts at 315-229-5026 (office), 315-229-5620 (fax), or
Alice David, Admin. Assistant at 315-229-5507(office), 315-229-5620 (fax), or