Listed below are instructions for making an electronic gift transfer of appreciated securities to Monmouth College.
If you have questions about making a gift of securities and/or you wish to discuss your gift, please contact Monmouth College:
- John T. Osterlund, vice president for development and college relations, at 309-457-2317
|Wire Securities to:||JP Morgan Chase Bank, NY|
|Bank Address:||One Chase Manhattan Plaza, New York City, NY 10005|
|ABA Routing #:||021000021|
|For Credit to:||National Financial Services LLC|
|For the Benefit of:||Monmouth College|
|For Final Credit to:||DTC #0226 F/B/O NSF A/C #MBK-000380|
|Contact Name:||Richard Marshall|
Same-day transfers to National Financial Services LLC (NFS), For the Benefit of (FBO) must include the customer brokerage account number and name. NFS usually returns unidentified funds within 24 hours of receipt.
If writing a check, please make the check payable to: NFS (National Financial Services) with Monmouth College on the memo line.
Monmouth College's Federal Tax ID Number is 37-0661228
Please notify Monmouth College that you are making a gift transfer of securities (1) include the name of the security and number of shares/units, (2) provide the name of the donor and the purpose/designation of the gift. Notification can occur by one of the following methods:
- Calling John T. Osterlund, Monmouth College Vice President for Development & College Relations: phone 309-457-2317
- Sending an e-mail message to: firstname.lastname@example.org
- Sending a letter or note to:
Office of Development
700 E. Broadway
Monmouth, IL 61462-1998
If you have questions about making a gift of securities and/or you wish to discuss your gift, please contact the Monmouth College Development Office: email@example.com.