Gifts of Appreciated Stock

Why would you want to give a gift of appreciated stock?

Many Marian University alumni and friends often take advantage of the various benefits of making gifts through appreciated stock: one being the personal satisfaction of assisting Marian University and its worthy students to advance the scope and quality of Franciscan Catholic collegiate education.

How do you give a gift of appreciated stock?

You may transfer stock electronically to Marian University from your financial institution.

1. You or your broker should contact George Mohan of KeyBanc Capital Markets at (800) 233-2460 or (216) 689-7118 or (fax) (216) 689-8282 or email gmohan@key.com to provide them with the following Marian University information:
   • Marian University DTC Participant # 0443
   • Marian University Account RF4405500
   • Marian University Federal Tax ID # 35-0868175
2. Please provide KeyBanc Capital Markets with the following information to expedite verification of the stock transfer:
   • Name of donor
   • Name of stock
   • Number of shares
   • Date of transfer
   • Contact person from your financial institution for follow up
   • CUSIP number, if available
3. Marian University will provide a gift receipt letter upon verification from KeyBanc Capital Markets of the transfer of the gift. The value is determined by the number of shares donated times the weighted average price (of trades) on day the stock was received.