Do not fill in Columbia University's name as transferee or attorney to transfer on either the certificate(s) or stock power(s).All certificates and paperwork must have Columbia's account number (N7M100061) written in the right hand corner to ensure the security is credited correctly. Pershing LLC 0443. Pershing provides the resources and solutions that financial services firms, institutional investors, managers and advisors need to succeed. Certificates and paperwork should be mailed separately.You may be able to claim a gift of long-term appreciated securities as an income-tax charitable deduction in the year of your donation up to 30 percent of your gross income. Your signature on the stock or bond power must bear a medallion signature guarantee, which can be obtained from your bank or broker.
Pershing LLC/SL Int'l 5196 CONTACT: Pershing LLC ACAT NUMBER: NON-ACATS (201) 413-4571/4591 NAME OF INVESTMENT : PROFESSIONAL: TELEPHONE BRANCH: NUMBER: Trademark(s) of DLJ Long Term Investment Corporation.
If your donated securities have been held for less than twelve months, only your cost basis is deductible.Columbia can arrange for a stock certificate or bond to be split in the event that you wish to give fewer shares or bonds than the certificate represents.Columbia will arrange for a new bond or certificate for the remaining shares to be issued and returned to you.
BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors. We have an 80 year history of delivering integrated business solutions to financial institutions around the world. Please be advised that does hereby accept appointment as successor custodian.
Of course, if your securities are held by a broker, the broker can arrange for the certificate or bond to be split.
We are passionate. You can call Pershing at toll free number, write an email, fill out a contact form on their website www.pershing.com, or write a letter to Pershing LLC, One Pershing Plaza, Jersey City, New Jersey, 07399, United States.
The Columbia Commitment builds partnerships with donors and volunteers sharing an urgent sense of what Columbians can do for our students and the world.For certificates still in the donor's name, please provide the following:In a separate envelope, mail or deliver a stock or bond power for each security with a copy of the instructions sent with the certificate.
Pershing LLC accepts appointment as successor custodian. Contact Pershing customer service. DTC# 0443 Pershing, LLC For Credit to Account: N7M100061 Account name: Trustees of Columbia University E-mail transfer details to stockgift@columbia.edu, alerting Columbia to expect your gift. Register Book Entry Shares BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.
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