Stock Transfers

Appreciated Securities

Option 1

Transferring securities electronically via Depository Trust Company (DTC) into the University’s gift account at BNY Mellon. Please instruct your broker/agent to transfer securities to:

BNY Mellon
DTC# 0443 Pershing, LLC
Further Credit account #N7M001699
FBO University of Pittsburgh
ATTN: Jorja Watts
Phone: 412-234-0439
Email: jorja.watts@bnymellon.com

Contact BNY Mellon at least 24 hours prior to delivery.

Instruct your broker/agent to contact the University of Pittsburgh at least 24 hours prior to delivery.
Office of Finance
Julie Manko
Phone: (412) 624-1799
jmanko@cfo.pitt.edu

Option 2

Physical securities registered in the donor’s name
A transmittal letter identifying the security, quantity, and intended purpose of gift should be mailed with securities to the University as indicated below:

Mail via Registered Mail to:
University of Pittsburgh
Office of Finance
Attn: Julie Manko
2502B Cathedral of Learning
Pittsburgh, PA 15260

Security certificate should not be executed. Please complete and mail under separate cover to the above address the appropriate Stock or Bond Power form listed below. The power must be executed (signed) identically to the registered security.  Fill in “University of Pittsburgh” in the “sell/assign/transfer” section.  Please do not fill in the “attorney to transfer” section.

 

Planned Gifts

For no-obligation information about planning your gift to the University, please contact:

Terry BrownTerry Brown
Senior Executive Director, Planned Giving
Office of Institutional Advancement
Walter.Brown@ia.pitt.edu
(412) 648-3185