Stock Transfer Instructions
Brokerage information to transfer stock electronically to The Ohio University Foundation:
Mellon Financial Markets
One Mellon Center, Suite 0475
Pittsburgh, PA 15258
DTC #0443 (Pershing)
Reference: The Ohio University Foundation; Account # N7M001012
Address to send physical securities:
If registered to the donor, donor must also send signed stock power form and letter of intent.
BNY Mellon Capital Markets
500 Grant Street, Suite 0475
Pittsburgh, PA 15258
Attn: Jorja Watts
Reference: The Ohio University Foundation; Account # N7M001012
BNY Mellon contacts:
Group email – bnymcmgiftprocessing@bnymellon.com
Primary – Jorja Watts – 412-234-0439; jorja.watts@bnymellon.com
Back-up – Jason Rakip - 412-234-6145; jason.rakip@bnymellon.com
Tax identification number:
The Ohio University Foundation’s EIN is 31-6402269.
Important Tip:
Please send notification of the stock gift by one of the following methods. This will help us to identify your gift and acknowledge it promptly. Please include donor name, number of shares, stock/company name, and estimated transfer date in your notification. If the use of the gift is restricted, please include any donor designation or purpose restriction.
- By mail: The Ohio University Foundation, P.O. Box 869, Athens, OH 45701
- By email: treasury@ohio.edu
- By fax: 740-593-1883
Questions may be directed to Candice Casto, Treasurer & CFO, The Ohio University Foundation, at 740-593-1901 or castoc@ohio.edu.
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