How to Transfer Securities to Lafayette College for Life-Income Agreements
Transferring stocks to BNY Mellon for Charitable Gift Annuities,
Pooled Income Funds and Charitable Remainder Trusts
PLEASE NOTIFY SUSAN BRADLAU IN THE LAFAYETTE COLLEGE
OFFICE OF ESTATE PLANNED GIVING AT (888) 457-6783 OR (610) 330-5037
WHEN WIRING OR MAILING STOCKS OR SENDING CASH
1. Physical form securities: The certificate(s) should be sent in one envelope and the stock power in a separate envelope by UPS or FedEx to:
BNY Mellon Wealth Management
301 North Elm Street, Suite 300
Greensboro, NC 27401
Attention: Crystal Thompkins
Tel: (336-478-3430)
To be deposited to
Account Title___(Charitable Gift Annuity, Pooled Income Fund, or Trust)
Account #____(see examples below
- Do not endorse the certificates
- Stock power(s) should not be filled out, only signed
2. DTC eligible securities from another broker should be sent to:
DTC Participant # 954 (Mellon Trust of New England, NA)
- Multiple securities should be delivered on the same date.
- Contact Crystal Thompkins with DTC # and # of shares prior to transfer.
- Include Account # (see examples below)
3. Check (send to):
BNY Mellon
Lafayette College/Account# (see examples below)
Attn: Crystal Thompkins
301 N. Elm Street, Suite 300
Greensboro, NC 27401
4. Cash (send to):
Fed Wire
ABA 011001234/Mellon Trust of New England, NA
DDA #10-813-8
ffc: Lafayette College/Account # (see examples below)
Attn: Crystal Thompkins (contact Crystal Thompkins with exact dollar amount prior to sending wire)
EXAMPLES
POOLED INCOME FUND (use person's name in parenthesis)
Account Number: 206025
CHARITABLE GIFT ANNUITY (use person's name in parenthesis)
Account Number: 206022 (For California Charitable Gift Annuities use Acct # 206023)
THE (use your name) UNITRUST or ANNUITY TRUST
Account Number: (call the office of Estate Planned Giving at (610) 330-5037 for this information)
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