Giving Securities
When the stock is held by your broker or commercial banker: Instruct your broker or commercial banker to transfer the shares of stock directly into the Keuka College account at Canandaigua National Bank & Trust Company.
The DTC free delivery procedure is :
- Credit Northern Trust Company Account #2669.
- Credit Canandaigua National Bank & Trust Co. Account #17- 84431.
- Credit the Benefit of Keuka College Account #08-0935.
Your tax deduction will be for the full market value based on the high/low stock average on the day that the stock is transferred. Please send a copy of the instructions to the College.
Bank Contact: Ms. Laura Park
Phone: (585) 419-0670, ext. 50628.
When the stock is in your possession: Do not endorse the certificates. Mail the unendorsed certificates by first class or registered mail to Ms. Kris Pearson at the address listed below. Mail a stock or bond power (obtained from your commercial banker or broker) under separate cover to the same address. Sign the power and have the signature guaranteed by your broker or commercial banker, but do not fill in anything else. Enclose a letter of transmittal with the certificate, include a copy of the letter with the stock power.
Address:
Keuka College, College Advancement Office
141 Central Avenue
Keuka Park, N.Y. 14478
Telephone: (315) 279-5235
FAX: (315) 279-5338
E-mail: djmontan@keuka.edu
Federal Tax Exempt ID# 16-6054295.
If you would like a representative of Keuka College to pick up the documents at your home or place of business, please contact David Montanye.
Giving securities while retaining life income: In addition to giving securities as outright gifts, you may make a gift to Keuka College and receive income during your lifetime or the lifetime of a designated beneficiary. The tax advantages vary according to the plan you choose. For additional information, please contact the Office of Development.