Monmouth University - Securities

Reviewing and updating your will may not be on your "to-do" list, but perhaps it should be. In our latest issue of Concepts, we offer information on a planning checkup.

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BUILD THE HAWK WALK!

A walkway to honor and remember our alumni, graduating students, and friends is being constructed at Monmouth University. Put the name of your favorite alumnus or someone special on a brick.

100% of the profits from your tax-deductible donation go directly to support the students at Monmouth University.

Stock Transfer Instructions

Notification Process: Graph and Pen stock art

Instruct your broker/agent to send a letter, e-mail, or call Monmouth University and John Ryan confirming the stock transfer, indicating the donor’s name, address, stock name, number of shares, expected transfer date, and donor’s purpose or intent of the gift, if known.

Suggested Method of Security Gift Transfers

To donote securities held in street anem at your brokerage account of bank - delivery instructions follow:

DTC Clearing Number: 0015

Morgan Stanley Account Number: 036-013937

For Monmouth University

With any questions, please call John Ryan's office at:

Morgan Stanley

Wealth Management

1030 Broad Street

Shrewsbury, NJ 07702

Direct: 732-389-5192

Toll Free: 855-825-1770

In order that your gift is transferred and recorded in the most expeditious manner, please notify John Ryan or Tricia Gruber at Morgan Stanley at the time your gift is being made. In addition, please notify Lucille Flynn at Monmouth University, 732-571-3502.

Thank you for your generosity.