Gifts of Stock
Rollins accepts gifts of publicly traded, appreciated securities, including stock, bonds, and mutual funds.
To give publicly traded stock or bonds through a bank or brokerage firm, supply the broker with the following electronic transfer (DTC) instructions:
Business Information
Morgan Stanley Smith Barney
DTC #0015
For Further Credit to Rollins College
Account #: 508105390
Broker Contact Information
Portfolio Associate: Shaharazade Kayume
Direct: 407.740.4940 / Virtual Text: 407.988.7858
shaharazade.kayume@morganstanley.com
Please have your broker include your name and fund designation with the transfer and send an email to Heidi Findlay, hfindlay@rollins.edu, when the transaction is made.
To ensure that the gift is received and acknowledged properly, notify Rollins of the pending transfer. Gifts received without donor information will be considered anonymous until we receive confirmation from the donor. If the purpose of the gift is not specified within 60 days, the gift will be accepted as an unrestricted gift to the College. If you need assistance, please contact Heidi Findlay 407.646.2572 or hfindlay@rollins.edu.
Possession of Certificate: If you are in possession of certificates and the security is in your name, please call Heidi Findlay 407.646.2572 for instructions.