Gifts of Stock
²ÝÝ®ÊÓƵ accepts gifts of publicly traded, appreciated securities, including stock, bonds, and mutual funds.
To give publicly traded stock or bonds electronically through a bank or brokerage firm, follow these steps:
1. Contact your bank or broker and authorize them to transfer the securities to ²ÝÝ®ÊÓƵ through the College’s account at Morgan Stanley in Orlando.
2. Give them ²ÝÝ®ÊÓƵ's account number (508105390) and DTC number (0015).
- ²ÝÝ®ÊÓƵ's broker of convenience at Morgan Stanley is Shaharazade Kayume.
Direct: 407.740.4940 / Virtual Text: 407.988.7858
shaharazade.kayume@morganstanley.com
3. Contact Gift Services at ²ÝÝ®ÊÓƵ (giftdocs@rollins.edu).
- Provide: your name and address, the specific name of the securities to be transferred, the number of shares to be transferred, any special restrictions on the securities to be transferred, the designation of the gift (²ÝÝ®ÊÓƵ Fund, special project, etc.), and the name, address and telephone number of your broker.
Soon after the stock gift is transferred to ²ÝÝ®ÊÓƵ's account at Morgan Stanley, the college will sell it and designate the proceeds to the appropriate purpose.