Stocks & Securities, Donor-advised Funds
Gifts of appreciated stocks, bonds and mutual funds are an effective choice when making a gift to Mercy University. Receive a charitable deduction for the fair market value of the gift and avoid all capital gains tax.
How It Works
- You can send unendorsed stock certificates by registered mail or instruct your broker to make the transfer from your account to our account
- You receive an income-tax deduction
- Mercy University may keep or sell the securities
Benefits
- You receive a federal income-tax deduction for the full fair-market value of the securities
- You avoid long-term capital-gain tax on any appreciation in the value of the stock
- Your gift will support Mercy University as you designate
Special note: Please call or e-mail us to tell us of your intent, and we will be able to assist you with the details of the transfer.
Instructions for Wiring Funds to Mercy University
ACCOUNT REPRESENTATIVE
Scott Wentnick, Vice President, Relationship Manager, TD Bank
Phone: (212) 651-6104
Email: Scott.Wentnick@td.com
DOMESTIC WIRES –US DOLLARS FROM WITHIN US BORDERS
Receiving bank: TD Bank NA- 2035 Limestone Rd-Wilmington, Delaware 19808
Receiving ABA: 0311-0126-6
Beneficiary: MERCY UNIVERSITY, 555 Broadway, Dobbs Ferry, NY 10522
Beneficiary Account# 7916045698- MC General Fund
INTERNATIONAL WIRES- US DOLLARS FROM OUTSIDE US BORDERS
Receiving bank: TD Bank NA-2035 Limestone Rd-Wilmington, Delaware 19808
Receiving ABA: 0311-0126-6
Beneficiary: MERCY UNIVERSITY, 555 Broadway, Dobbs Ferry, NY 10522
Beneficiary Account# 7916045698- MC General Fund
INTERNATIONAL WIRES- FOREIGN CURRENCY
Receiving bank: The Toronto-Dominion Bank, Toronto, Ontario, Canada M5K 1A2
Receiving SWIFT: TDOMCATTTOR
For further credit to: TD Bank NA- 2035 Limestone Rd-Wilmington, Delaware 19808
Beneficiary Bank SWIFT: NRTHUS33XXX
Beneficiary: MERCY UNIVERSITY, 555 Broadway, Dobbs Ferry, NY 10522
Beneficiary Account# 7916045698- MC General Fund
Instructions for Making a Stock Gift to Mercy University
ACCOUNT REPRESENTATIVE
Jason J. Wallach, CFA, Vice President, Institutional Senior Investment Advisor, TD Private Client Group, a business of TD Wealth®
535 East Crescent Avenue, Ramsey, NJ 07446
Office Tel: (201) 574-4836
Mobile Tel: (201) 563-9564
Email: Jason.Wallach@td.com
Firm Name: PERSHING LLC (Pershing is the custodian for TD Wealth)
DTC #: 0443
Account Name: Mercy University Treasuries And Stock Gifts
Account #: QYY027145
For more information, please contact:
The Office of Institutional Advancement
Mercy University
555 Broadway
Dobbs Ferry, NY 10522
Please email us at advancement@mercy.edu
Verification of our status as a tax-exempt charitable organization is available from the Charities Registry on the New York State Attorney General’s website (www.charitiesnys.com) or, upon request, by contacting the New York State Attorney General, Charities Bureau, 28 Liberty Street, New York, NY 10005, or us at 555 Broadway, Dobbs Ferry, NY 10522. You may also obtain information on charitable organizations from the New York State Office of the Attorney General at www.charitiesnys.com or (212) 416-8401.