Donating Stocks, Bonds, & Securities

Thank you for considering a gift to Northeastern Seminary! The following steps will help make the process convenient and efficient.

1. Please notify us that you are making a gift by contacting:

Marna Distaffen – Development Office
2265 Westside Drive
Rochester, NY 14624
Fax: 585.594.6770
Phone: 585.594.6535
E-mail: distaffenm@roberts.edu

Please include in your fax, letter or e-mail the following information:

• Your name and address
• The date of the gift
• The name of the security and the number of shares you are donating
• The name and location of your broker
• The designation of your gift (e.g., Scholar Sharing Fund, Golisano Library project, etc).

Or, contact us online by filling out an information form

2. Northeastern currently uses Wachovia Securities as its brokerage firm.  Our broker is Nick Ward.  If you plan to donate electronically, please indicate your gift is for Northeastern Seminary and give your broker the following information:

DTC clearing #0141
Account #7105-2778
Roberts Wesleyan College

3. Upon completion of the transfer, you will receive a formal letter of acknowledgement.

Please feel free to call Marna for assistance with your stock donations.