Gifts of Securities

Shares of stock and mutual funds may be transferred electronically to DeSales University by using the DeSales account at Morgan Stanley. When requesting a stock transfer, you will  need to provide your broker with the desired number of shares you wish to transfer, the DTC (Deposit Trust Company) wire number, and DSU’s account number.

It is important that you contact DeSales regarding the transfer, as DeSales is unable to determine who donated electronically transferred securities.

You are entitled to a charitable income tax deduction for the full market value of the securities. This value is based on the average of the high and low price on the date of delivery (the date the stock is transferred into the DeSales account at Morgan Stanley).

You will receive an acknowledgment from DeSales University for the value of your gift. 

Information to include with the transfer request to your broker: 

Transfer to: DeSales University’s account at Morgan Stanley 
Attn: Carol Kline
Phone: 610.391.6365
Email:  Caroline.Kline@morganstanley.com
DTC Wire # 0015 
DeSales University Account #604-012540 

Please remember to notify DeSales of the transfer!

Please include the following information: 

• The number of shares being transferred
• The name of the stock or mutual fund
• The anticipated date of transfer
• The desired purpose of your donation

Thank you!

Polly Ranson
DeSales University
Office of Institutional Advancement 
2755 Station Avenue 
Center Valley, PA 18034-9568 
610.282.1100, ext. 1388 
polly.ranson@desales.edu

Donor Recognition

Donor recognition within the clubs listed below is based on the total contributions received by the University during the academic year (July 1 to June 30). For donor recognition purposes, all corporate matching gifts are allocated to the employee donor.