Gift Planning

Gifts of Stocks, Bonds, and Mutual Funds : Methods of Delivery


Making a Gift By Wire Transfer


Instruct your broker to transfer your gift to Clarkson's gift account at:


Smith Barney, 26 Market Street, Potsdam, NY 13676
Contact: James Theodore, 315-265-6300 or 800-722-0226
Clarkson's Taxpayer ID#: 15-054-3659
DTC Participant #: 0418
Account #: 369-04275-17070
Please notify the development office immediately when initiating a stock transfer. Your name is not included with a DTC transfer. Clarkson needs to know the stock and number of shares you have transferred. Please call 315-268-7778 or toll-free 1-877-928-4438.


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