Gifts of Stock

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One of the biggest tax advantages in charitable giving continues to be the double benefit donors get when donating appreciated assets to Niagara University instead of cash. By giving appreciated assets (like stocks held for more than one year), you'll get a charitable tax deduction for the full value of the asset and avoid any capital gains tax that would have applied if you had sold the stock and made your gift in cash.

Please provide the following information in your request when directing your broker to transfer your shares to NU:

  • Niagara University
  • PO Box 2008, 5795 Lewiston Road
  • Niagara University, NY  14109
  • EIN: 16-0755807

Morgan Stanley
6532 Quaker Street
Orchard Park, NY 14127
Toll Free: 716-667-5005

Contact: Lou Licata
Assistant: Sally Kolkmeyer
Phone: 716-667-5005
Email: Sally.Kolkmeyer@ms.com
Fax: 716-667-9020
Acct 571-053204-006
DTC# 0015

It is important to notify Niagara University of the specifics of this transaction (stock name, share quantity, gift designation) so we can credit your gift appropriately. Please contact Tiffany Ryan at 716.286.8790 or tlr@niagara.edu.

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