Transfer Instructions
There are three simple ways to give securities to Allegheny College:
- If you hold the actual certificates, you can send the unsigned certificates directly to the College. In a separate envelope, send a signed stock
power for each certificate. Sign your name exactly as it appears on the certificate, and have your signature guaranteed by your bank or broker. Leave the rest of the stock
power blank and include a cover letter indicating that the securities are a gift to Allegheny College. If the stock certificate is for more shares than you plan to give, follow the same procedure and specify in your cover letter the number of shares you wish to give along with your social security number. Allegheny will have a new certificate issued in your name for the balance of the shares.
- If your broker holds the securities for you "in street name," you can notify your broker of your intended gift and have your broker immediately contact the College's Office of Treasury and Management at (814) 332-4789. A College representative will work directly with your broker to effect the transfer of the securities.
- If you wish to give mutual funds, please contact the College's Office of Treasury Management at (814) 332-4789 for details on this procedure.