Duquesne University Stock Transfer Instructions
Should you wish to make a gift of stock to Duquesne University, please provide your financial professional with the following information to effectuate the transfer:
Brokerage: BNY Mellon/Pershing, LLC
Contact: Jorja Watts (412-234-0439 or email@example.com)
DTC No.: 0443
Account Name: Duquesne University of the Holy Spirit
For Fed eligible securities, physical securities, mutual funds and foreign security gifts, please contact Jorja Watts for instructions.
Also, please inform Marcia McGinley via e-mail (firstname.lastname@example.org) or telephone (412.396.3004) of the name of the stock and approximate number of shares in advance of the transaction so that we can properly process the shares and ascribe the transaction to your particular gift record. Your gift is valued at the mean price on the date it is received into the Duquesne University account, at which time the University Controller's Office immediately sells the shares.
Information contained herein was accurate at the time of posting. The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your individual results. California residents: Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. Oklahoma residents: A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. South Dakota residents: Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.