Instructions for Transferring Stock to Westminster College

Westminster College gratefully accepts stock transfers as a way for alumni and friends to support the College’s mission.

1. Advise your broker that you wish to electronically transfer shares from your portfolio to the Westminster College account.


2. Contact Judy Boggs, Senior Director of Data Operations at 724.946.7007 or boggsje@westminster.edu, to notify Westminster College of the impending stock transfer. Please include the name of the stock you will be transferring, the number of shares as well as the gift designation. It is very important to us that we appropriately acknowledge the generosity of our donors in a timely and accurate manner.


3. Please provide the following information to your broker in order to transfer the shares to the College’s account:

   PNC Investments
   Clearing through: NFS
   DTC: 0226
   Account #: 090-563544
   Account Name: Westminster College
   Contact: Bryan Mathie: 412-762-8614, bryan.mathie@pnc.com
   Westminster’s Federal ID# is 250981156

   Note: when transferring stock via a broker’s website or in paperwork, please remember to check the box that says, “Release my information” so that the broker can share the gift details with the College.

In accordance with IRS regulations, Westminster College values a gift of securities based on the mean value of the securities on the date they are received into the College’s account. We will promptly send you a receipt stating the number of shares and the date on which they are officially received.

Thank you for your gift!

If you or your broker need additional information or assistance, please contact Judy Boggs at boggsje@westminster.edu. We’ll be happy to assist you in the process.

Westminster College is an educational institution and does not provide tax, legal, or financial advice. We strongly encourage donors to seek counsel from their own legal and financial advisors.