Stock Transfer Instructions
The Ohio University Foundation works with BNY Mellon Capital Markets LLC to receive gifts of marketable securities. Pershing LLC is the clearing broker for BNY Mellon Capital Markets LLC.
Delivery Instructions for Electronic Transfers:
Pershing LLC
One Pershing Plaza
Jersey City, NJ 07399
DTC #0443
For Further Credit Account Number: N7M001012
For Further Credit Account Name: The Ohio University Foundation
Delivery Instructions for Physical Securities:
Available upon request. Please contact Candice Casto at 740-593-1901 or castoc@ohio.edu.
BNY Mellon contacts:
Group email – bnymcmgiftprocessing@bnymellon.com
Primary contact – Jason Rakip - 412-234-8342; 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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Updated May 2024