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Stock Transfers

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

Step 1

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
Account Number: 066196-221
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

Step 2

Please notify Monmouth College that you are making a gift transfer of securities, including the name of the security and number of shares or units, by one of the following methods:

  • Sending an e-mail message to
  • Calling Richard Marshall, Monmouth College vice president for finance and business, phone 309-457-2124, or
  • Sending a letter or note to:
    Office of Development
    Monmouth College
    700 E. Broadway
    Monmouth, IL 61462-1998