Making a Gift of Stock and Securities

Here are the instructions for making a gift of stock and securities to Regent College Foundation:

Step 1: On the day that you would like to make the donation of stock/securities, instruct your broker to transfer the stock from your portfolio to:

Morgan Stanley Smith Barney
601 Union Street, Suite 2900
Seattle, WA 98101
Account: Regent College Foundation
Account # 108-048092-777
DTC # 0015

Step 2: The day that the stock is transferred from your portfolio is the recorded date of the donation. Once the stock transaction is completed, ask your broker to provide Katie Jolly by phone (1.800.663.8664 ext. 390), by fax (604.224.3097), or by email ([email protected]) with the following information:

a) date that the donation was made (the recorded date of the donation)
b) name, symbol, and exchange of the stock
c) number of shares donated

Step 3: Upon confirmation that the stocks have been received by our broker, a receipt will be issued to you.