Stock Transaction Procedures
For additional information or assistance, please call: Mark Riordan, Interim 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:
Interim Vice President for University Advancement
Alfred, NY 14802
To Transfer Stock Electronically:
- Confirm with our account representative at Alesco Advisors, Samantha Bradley, 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 Fidelity Investments.
- Your broker should transfer the stock to:
Alfred University Gift Account
DTC # 0226
Account Number 647-663484
Reference: Alfred University
- 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.